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James Brian Boucher

WILSON & BOUCHER CAPITAL MANAGEMENT, LLC·MORAGA, California
Series 7, Series 24, Series 63Clean record27 years registeredWILSON & 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 · 27 years registered
Brand Profile
Not yet started
01

Career History

WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
Feb 2005 – present
SDR CAPITAL MANAGEMENT, INC.
Dec 1998 – Apr 2005
SAN FRANCISCO, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · December 29, 1998
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
CRD 134076 · SEC 801-100476
AUM
$231M
Regulatory assets under management
Employees
2
452 client accounts
Services offered by WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WILSON & BOUCHER CAPITAL MANAGEMENT, LLC →
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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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Other Advisors at WILSON & BOUCHER CAPITAL MANAGEMENT, LLC

Benjamin Duncan Wilson
MORAGA, CA

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