Bradley Boulton, financial advisor Orcutt CA
96 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 6 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.

Similar Advisors
Bryan Foronjy, financial advisor Orcutt CA
Bryan C. Foronjy
CRD# 4978922
Strategic Wealth Advisors Group
Similar Advisors
Ryan Olson, financial advisor Orcutt CA
Ryan D. Olson
CRD# 4896790
Lpl Financial LLC
Similar Advisors
Mark Kavaloski, financial advisor Orcutt CA
Mark J. Kavaloski
CRD# 2474248
Ameritrust Capital Management Ltd
Professional Designations
Company Name Location Dates Years
Vivid Financial Management, Inc. Orcutt, CA May 2015 - Current 3
Mutual Securities, Inc. Camarillo, CA Jun 2013 - Current 4
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
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:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.