Michael BouldenCRD Number: 1290704
Current Firm: Usaa Financial Planning Services
Michael Boulden (CRD# 1290704) is an Investment Advisor Representative working at Usaa Financial Planning Services in Vienna, VA and has over 14 years of experience in the finance industry. Michael Boulden 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Usaa Financial Advisors Inc.||Vienna, VA||Apr 2014 - Current||3|
|Usaa Financial Planning Services||Vienna, VA||Apr 2014 - Current||3|
|Pnc Investments||Vienna, VA||Jun 2012 - Apr 2014||1|
|Cuna Mutual||Madison, WI||Oct 2010 - Jun 2012||1|
|Insurance-non Variable||Washington, DC||Jun 2010 - Oct 2010||< 1|
|Unfcu Financial Services||Washington, DC||May 2010 - Oct 2010||< 1|
|Raymond James Financial Services, Inc.||Washington, DC||Jan 2010 - Oct 2010||< 1|
|Unfcu Financial Advisors, LLC||Washington, FL||Feb 2008 - Jan 2010||1|
|Unemployed||Falls Church, VA||Jul 2007 - Feb 2008||< 1|
|Bb&t Investment Services||Charlotte, NC||Jun 2002 - Jul 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
|S66||NASAA Uniform Combined State Law Examination||Feb 2010|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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