Unclaimed Profile

Hank Jude Boudreaux

THE PLANNING CENTER, INC.·MOLINE, Illinois

Series 6, Series 7, Series 24, Series 63CFPClean record24 years registeredTHE PLANNING CENTER, INC.

1615 5TH AVENUE, MOLINE, IL 61265CRD# 4274831Firm CRD# 118994

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Hank Jude Boudreaux · MOLINE, IL

Registration

CRD #4274831 · THE PLANNING CENTER, INC. · 24 years registered

Brand Profile

Not yet started

Career History

THE PLANNING CENTER, INC.

Sep 2017 – present

UPPERLINE FINANCIAL PLANNING, LLC

Nov 2010 – Oct 2017

NEW ORLEANS, LA

LPL FINANCIAL CORPORATION

Dec 2009 – Sep 2010

NEW ORLEANS, LA

AMERITAS INVESTMENT CORP

May 2006 – Dec 2009

NEW ORLEANS, LA

MML INVESTORS SERVICES, INC.

May 2002 – Jul 2005

NEW ORLEANS, LA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · May 23, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PLANNING CENTER, INC.

CRD 118994 · SEC 801-61051

AUM

$1.1B

Regulatory assets under management

Employees

3,303 client accounts

Services offered by THE PLANNING CENTER, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PLANNING CENTER, INC. →

Introduction

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Frequently Asked Questions

What services does Hank Jude Boudreaux offer?

Hank Jude Boudreaux specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOLINE, Illinois for a consultation.

What are Hank Jude Boudreaux's credentials?

Hank Jude Boudreaux holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Hank Jude Boudreaux located?

Hank Jude Boudreaux is based in MOLINE, Illinois, working with THE PLANNING CENTER, INC.. Their office serves clients in the MOLINE metropolitan area and surrounding communities.

How does Hank Jude Boudreaux charge for services?

Hank Jude Boudreaux's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of net worth and income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PLANNING CENTER, INC.?

THE PLANNING CENTER, INC. has approximately 27 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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