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Bradley Ryan Boulton

VIVID FINANCIAL MANAGEMENT, INC.·ORCUTT, California
SIE, Series 7, Series 24, Series 63, Series 65CFPClean record12 years registeredVIVID FINANCIAL MANAGEMENT, INC.
340 EAST CLARK AVE., ORCUTT, CA 93455CRD# 5977189Firm CRD# 281392

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Ryan Boulton · ORCUTT, CA
Registration
CRD #5977189 · VIVID FINANCIAL MANAGEMENT, INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Jan 2022 – present
VIVID FINANCIAL MANAGEMENT, INC.
Apr 2016 – Jan 2022
ORCUTT, CA
VIVID FINANCIAL MANAGEMENT, INC.
May 2015 – Apr 2016
ORCUTT, CA
WOODLAND LEISHMAN & ASSOCIATES
Jan 2014 – Jun 2015
SANTA MARIA, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 14, 2014
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VIVID FINANCIAL MANAGEMENT, INC.
CRD 281392 · SEC 801-107169
AUM
$574M
Regulatory assets under management
Employees
21
3,070 client accounts
Services offered by VIVID FINANCIAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VIVID FINANCIAL MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Bradley Ryan Boulton offer?
Bradley Ryan Boulton specializes in Financial Planning, Investment Management. Contact their office in ORCUTT, California for a consultation.
What are Bradley Ryan Boulton's credentials?
Bradley Ryan Boulton holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Bradley Ryan Boulton located?
Bradley Ryan Boulton is based in ORCUTT, California, working with VIVID FINANCIAL MANAGEMENT, INC.. Their office serves clients in the ORCUTT metropolitan area and surrounding communities.
How does Bradley Ryan Boulton charge for services?
Bradley Ryan Boulton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VIVID FINANCIAL MANAGEMENT, INC.?
VIVID FINANCIAL MANAGEMENT, INC. has approximately 21 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VIVID FINANCIAL MANAGEMENT, INC.

Julie Anne Darrah
ORCUTT, CA
Todd Martin Woodland
ORCUTT, CA
Calvin Clark Harris
ORCUTT, CA

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