Donald Boucher
Donald Boucher is a registered investment advisor at Westminster Financial Advisory CORP, based in Osprey, FL, with 30 years of industry experience. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,022 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westminster Financial Advisory charges a percentage of the value of your investments. The annual percentage rate is negotiable based on factors like the services offered, complexity, total assets in the household, and the relationship with the advisor. The annual advisory fee will not exceed 2.5% of the managed account value. Clients may also be charged commissions and/or service fees for trades executed in their account, which are also negotiable.
Location
Osprey, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2000Other Business Activities
Donald is involved with a family trust that owns commercial property and receives rental income in Portsmouth, NH. This activity takes about 10-20% of Donald's time.
Employment History
Current Registrations
Westminster Financial Advisory CORP
Westminster Financial Securities, INC.Broker
Westminster Financial Securities, INC.
Previous Registrations
LPL Financial Corporation
LPL Financial CorporationBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.