H. Jude Boudreaux, financial advisor New Orleans LA

H. Jude Boudreaux

CRD Number: 4274831
Current Firm: Upperline Financial Planning, LLC
Compensation Model: Fee Only

H. Jude Boudreaux is the founder of Upperline Financial Planning, a fee-only financial planning firm based in New Orleans.  We have a unique approach that allows us to work with a broad range of clients, from those who are just beginning in their financial lives to those who have accumulated assets and are not approaching retirement.  As a fee-only firm, no commissions are earned.  

 

Jude (CRD# 4274831) is an Investment Advisor Representative working at Upperline Financial Planning, LLC in New Orleans, LA and has over 15 years of experience in the finance industry. Hank Boudreaux has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Upperline Financial Planning, LLC New Orleans, LA Oct 2010 - Current 10
Lpl Financial New Orleans, LA Dec 2009 - Sep 2010 < 1
Bellingrath Wealth Mnmgt New Orleans, LA Jun 2005 - Sep 2010 5
Ameritas Investment Corp Lincoln, NE May 2006 - Dec 2009 3
E&r Financial New Orleans, LA Jun 2005 - Jun 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
Contact Info for H. Jude Boudreaux
Phone Number: 504-717-4862
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA

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