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James Brian Boucher

WILSON & BOUCHER CAPITAL MANAGEMENT, LLC·MORAGA, California
Clean recordWILSON & BOUCHER CAPITAL MANAGEMENT, LLC
533 MORAGA RD., SUITE 120, MORAGA, CA 94556CRD# 2769588Firm CRD# 134076

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Brian Boucher · MORAGA, CA
Registration
CRD #2769588 · WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Brian Boucher is a registered financial advisor based in MORAGA, California, affiliated with WILSON & BOUCHER CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
AUM
$231M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WILSON & BOUCHER CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2769588
Firm CRD# 134076
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Brian Boucher offer?
James Brian Boucher specializes in Financial Planning, Investment Management. Contact their office in MORAGA, California for a consultation.
What are James Brian Boucher's credentials?
James Brian Boucher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Brian Boucher located?
James Brian Boucher is based in MORAGA, California, working with WILSON & BOUCHER CAPITAL MANAGEMENT, LLC. Their office serves clients in the MORAGA metropolitan area and surrounding communities.
How does James Brian Boucher charge for services?
James Brian Boucher's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILSON & BOUCHER CAPITAL MANAGEMENT, LLC?
WILSON & BOUCHER CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Benjamin Duncan Wilson
MORAGA, CA

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Research
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