Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Thomas Bouton is a financial advisor associated with Mercer Global Advisors Inc. He has been in the industry for over 20 years and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Anthony holds Series 6, 7, 63, and 65 licenses and is registered in Florida, Georgia, and Wisconsin. His areas of expertise include financial planning, portfolio management for individuals and businesses, pension consulting, estate planning, and tax return preparation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
03/05/2024 - Present
Mercer Global Advisors Inc. (DENVER CO)
WI
11/23/2016 - 10/24/2019
FIDELITY BROKERAGE SERVICES LLC (BROOKFIELD WI)
OH
02/11/2015 - 11/16/2016
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
NJ
07/08/1995 - 02/09/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NC
02/03/1995 - 05/05/1995
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
CA
03/10/1994 - 08/05/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 02/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Anthony Bouton is the right advisor for you? Invested Better is here to help.
