Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luc? Claim Your ProfileLuc Bouchard is an investment advisor registered with LPL Financial LLC. Luc has been in the industry since 2014 and is a registered representative with Series 6 and Series 63 licenses. Luc's specializations include investment advisory services such as financial planning, pension consulting, and portfolio management for individuals and businesses. Luc has worked at BMO Harris Financial Advisors, Inc. before joining LPL Financial LLC.
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
AZ
03/24/2021 - Present
LPL Financial LLC (PHOENIX AZ)
AZ
02/14/2014 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (PHOENIX AZ)
BC
Issued 11/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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