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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Alan Boucher is a financial advisor registered with LPL Financial LLC. He is based in MELBOURNE, FL. Derek Alan Boucher has been in the financial services industry since January 1, 1997. Derek Alan Boucher has previously worked for Ameriprise Financial Services, LLC and Ameriprise Advisor Services, Inc.. Derek Alan Boucher is registered as an investment advisor representative in Florida and Texas. Derek Alan Boucher specializes in providing financial planning, portfolio management, and other non-discretionary advisory services to individuals and businesses. He is also registered to offer securities and investment advisory services in numerous states.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/06/2024 - Present
LPL Financial LLC (MELBOURNE FL)
FL
10/05/2009 - 05/13/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Indian Harbour Beach FL)
FL
01/02/1997 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (VIERA FL)
IA
Issued 03/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/24/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/31/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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