Paul BouleCRD Number: 3062842
Current Firm: People's Securities, Inc.
Paul Boule (CRD# 3062842) is an Investment Advisor Representative working at People's Securities, Inc. in Nashua, NH and has over 19 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
|People's United Bank||Bridgeport, CT||Sep 2009 - Current||8|
|Connecticut River Bank, N.a.||Keene, NH||Nov 2003 - Sep 2009||5|
|Infinex Investments, Inc.||Keene, NH||Nov 2003 - Sep 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S66||NASAA Uniform Combined State Law Examination||Sep 2001|
Total Assets Under Management687MILLIONS
Total Number of Accounts882ACCOUNTS
Average Account Value$778,713
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WI