Bradley Boulton, financial advisor Orcutt CA

Bradley Boulton

CRD Number: 5977189
Current Firm: Wealth Enhancement Advisory Services, LLC

Bradley Boulton (CRD# 5977189) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Orcutt, CA and has over 12 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
Lpl Financial, LLC Orcutt, CA Jan 2022 - Current 2
Wealth Enhancement Group Orcutt, CA Jan 2022 - Current 2
Wealth Enhancement Advisory Services Orcutt, CA Jan 2022 - Current 2
Wealth Enhancement Brokerage Services Orcutt, CA Jan 2022 - Current 2
Vivid Financial Management, Inc. Orcutt, CA May 2015 - Jan 2022 6
Mutual Securities, Inc. Camarillo, CA Jun 2013 - Jan 2022 8
Woodland Leishman & Associates Santa Maria, CA Nov 2013 - Apr 2015 1
Woodland Leishman & Associates Santa Maria, CA Apr 2012 - Apr 2015 3
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: 763-417-1700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    72,025
    MILLIONS
  • Total Number of Accounts
    154,394
    ACCOUNTS
  • Average Account Value
    $466,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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