Advisor at Westminster Financial Advisory Corp
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Firm
Westminster Financial Advisory Corp
Location
Osprey, FL
Credentials
Series 63, Series 65
Industry experience
30 years
Donald Boucher is a financial advisor with Westminster Financial Advisory Corporation, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Westminster Financial Securities, Inc. since 2010. Outside of his advisory role, he is involved in a family trust that owns commercial property. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, and various organizations. The firm emphasizes diversified, multi-asset class portfolios with a buy-and-hold strategy, supplemented by tactical and cyclical adjustments.
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Negotiable up to 2.5% annually
Commission and/or service fees for trades executed in client accounts; fees are negotiable and vary by client, account, and advisor.
Osprey, FL
Florida · Maine · Massachusetts · New Hampshire
Westminster Financial Securities, Inc.
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
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Series 65
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Blue River South, LLC
CFP®, Series 63, Series 65
Sarasota, FL
Olson Wealth Management, Inc.
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