CB
CFA
CB
CFA

Corey Adam Boucher

3 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
704 advisors
Number of Clients
53,044 clients
Average Client Portfolio
$173K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
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Location

900 Elm Street, Manchester, NH, 03101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Citizens Securities, INC.
December 2024 - Present · 1 yr 2 mos
Citizens Securities, INC.Broker
November 2024 - Present · 1 yr 3 mos
Citizens Private Wealth
December 2021 - Present · 4 yrs 2 mos
State Registrations9 states
AZCAFLMAMENHORVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.