Bradley Boulton, financial advisor Orcutt CA
93 score

Bradley Boulton

CRD Number: 5977189
Current Firm: Vivid Financial Management, Inc.

Bradley Boulton (CRD# 5977189) is an Investment Advisor Representative working at Vivid Financial Management, Inc. in Orcutt, CA and has over 5 years of experience in the finance industry. Bradley Boulton 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Vivid Financial Management, Inc. Orcutt, CA May 2015 - Current 1
Mutual Securities, Inc. Camarillo, CA Jun 2013 - Current 3
Woodland Leishman & Associates Santa Maria, CA Nov 2013 - Apr 2015 1
Woodland Leishman & Associates Santa Maria, CA Apr 2012 - Apr 2015 3
Utah Valley University Orem, UT Sep 2010 - Dec 2012 2
Fidelity Investment Services American Fork, UT Aug 2011 - Jan 2012 < 1
Turn Community Services Salt Lake City, UT Jul 2010 - Aug 2011 1
Platinum Protection American Fork, UT Aug 2009 - Jul 2010 < 1
Utah Valley University Orem, UT Jan 2010 - Apr 2010 < 1
Farrer Construction Cypress, CA Apr 2009 - Sep 2009 < 1
Macys Department Store Orem, UT Jan 2009 - Apr 2009 < 1
Utah Valley University Orem, UT Jan 2009 - Apr 2009 < 1
Church Of Jesus Christ Of Latter Day Saints Edmonton, Dec 2006 - Dec 2008 2
Unemployed Cypress, CA Feb 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Bradley R. Boulton
Phone Number: 805-937-4556
Firm Website: http://www.vividfm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    206
    MILLIONS
  • Total Number of Accounts
    3,469
    ACCOUNTS
  • Average Account Value
    $59,347
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, HI, ID, LA, MI, MN, NV, PA, TN, TX, UT, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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