Unclaimed Profile

Ronald Ray Boucher

CLEARVIEW WEALTH ADVISORS, LLC·SALEM, Oregon

SIE, Series 7, Series 9, Series 10, Series 31, Series 63, Series 66Clean record15 years registeredCLEARVIEW WEALTH ADVISORS, LLC

735 COMMERCIAL ST SE, SALEM, OR 97301CRD# 2965278Firm CRD# 305737

Profile Verification

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

Identity

Ronald Ray Boucher · SALEM, OR

Registration

CRD #2965278 · CLEARVIEW WEALTH ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLEARVIEW WEALTH ADVISORS, LLC

CLEARVIEW WEALTH ADVISORS, LLC

Dec 2019 – Jul 2023

Salem, OR

CAPSTONE WEALTH ADVISORS, LLC

Mar 2017 – Dec 2019

SALEM, OR

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Feb 2015 – Mar 2017

SALEM, OR

WELLS FARGO ADVISORS, LLC

Apr 2011 – Feb 2015

SALEM, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 63

Series 66

Registration record

First registered · April 4, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARVIEW WEALTH ADVISORS, LLC

CRD 305737 · SEC 801-117527

AUM

$175M

Regulatory assets under management

Employees

885 client accounts

Services offered by CLEARVIEW WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLEARVIEW WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Ronald Ray Boucher offer?

Ronald Ray Boucher specializes in Financial Planning, Investment Management.

What are Ronald Ray Boucher's credentials?

Ronald Ray Boucher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Ray Boucher located?

Ronald Ray Boucher is based in SALEM, Oregon, last registered with CLEARVIEW WEALTH ADVISORS, LLC.

How does Ronald Ray Boucher charge for services?

Ronald Ray 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 CLEARVIEW WEALTH ADVISORS, LLC?

CLEARVIEW WEALTH ADVISORS, LLC has approximately 5 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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