Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Aaron Boudreaux is a financial advisor with Ameriprise Financial Services, LLC. John has been in the financial industry since 2006 and has experience working with Lincoln Financial Advisors and LPL Financial LLC. John has a Certified Financial Planner designation and holds Series 63, 65 and 7 licenses. John specializes in financial planning, asset allocation, and portfolio management for individuals and businesses. John is registered to provide investment advice and broker-dealer services in Alabama, Colorado, Florida, Georgia, Illinois, Kentucky, Louisiana, Michigan, Mississippi, New Mexico, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, and Washington.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
LA
01/22/2021 - Present
Ameriprise Financial Services, LLC (Lafayette LA)
LA
04/19/2018 - 01/28/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (LAFAYETTE LA)
LA
11/11/2011 - 04/26/2018
LPL FINANCIAL LLC (LAFAYETTE LA)
LA
10/12/2010 - 11/18/2011
INVEST FINANCIAL CORPORATION (LAFAYETTE LA)
LA
08/29/2007 - 10/15/2010
UBS FINANCIAL SERVICES INC. (LAFAYETTE LA)
LA
02/15/2007 - 08/31/2007
CHASE INVESTMENT SERVICES CORP. (CARENCRO LA)
LA
09/15/2005 - 10/04/2006
EDWARD JONES (NEW IERIA LA)
IA
Issued 05/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Boudreaux is the right advisor for you? Invested Better is here to help.
