Michael Boulden, financial advisor Vienna VA
96 score

Michael Boulden

CRD 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 15 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Michael C. Boulden
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • DC
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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