Brian BouchardCRD Number: 3030083
Current Firm: Usaa Investment Management Company
Brian Bouchard (CRD# 3030083) is an Investment Advisor Representative working at Usaa Investment Management Company in Narragansett, RI and has over 18 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
|Usaa Investment Management Company||Narragansett, RI||Nov 2015 - Current||1|
|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|
Total Assets Under Management23,291MILLIONS
Total Number of Accounts131,832ACCOUNTS
Average Account Value$176,670
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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