Justin Boudreau, financial advisor San Antonio TX
90 score

Justin Boudreau

CRD Number: 6103994
Current Firm: Wells Fargo Advisors, LLC

Justin Boudreau (CRD# 6103994) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in San Antonio, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC San Antonio, TX Aug 2012 - Current 4
Wells Fargo Bank Na San Antonio, TX Oct 2011 - Current 5
Storage Depot San Antonio, TX Sep 2010 - Oct 2011 1
State Farm Insurance Boerne, TX Feb 2010 - Dec 2010 < 1
Home Health Care Provider San Antonio, TX May 2007 - Jan 2010 2
Saint Davids Episcopal Church San Antonio, TX Aug 2006 - Dec 2007 1
Episcopal Diocess Of West Texas San Antonio, TX May 2002 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Justin Boudreau
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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