Brian Bouchard (CRD# 3030083) is an Investment Advisor Representative working at Usaa Investment Management Company in Narragansett, RI and has over 19 years of experience in the finance industry.
CRD# 728447
Spinnaker Asset Management Inc.
Score
103
CRD# 2999541
Balanced Wealth Management, LLC
Score
103
CRD# 4566472
Financial Independence, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usaa Investment Management Company | Narragansett, RI | Nov 2015 - Current | 2 |
| Wells Fargo Funds Distributor | Boston, MA | Aug 2015 - Nov 2015 | < 1 |
| Thornburg Securities Corporation | Santa Fe, NM | Mar 2011 - Aug 2015 | 4 |
| Morgan Stanley Smith Barney | Purchase, NY | Jun 2009 - Feb 2011 | 1 |
| Morgan Stanley & Company Incorporated | Purchase, NY | Apr 2008 - Feb 2011 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford, CT | Aug 2004 - Apr 2008 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- ME
- RI
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Total Assets Under Management25,236MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$179,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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