Donald
Boucher
Westminster Financial Advisory Corp
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About this Advisor
Donald Boucher is a financial advisor who works out of Dayton, Ohio who has 13 years of relevant experience. Boucher is an advisor for Westminster Financial Advisory Corp. They have spent the entirety of their employment at Westminster Financial Advisory Corp. Boucher holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Florida, Maine, Massachusetts and New Hampshire. Westminster Financial Advisory Corp is an advisory business headquartered in Dayton, OH. It has offices in 12 locations and a total of 35 employees. It handles $748 million in assets across its 2,007 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm serves three charities and foundations. Of its 2,007 client accounts, 17% are held by high-net-worth individuals who have more than $1 million in assets. Westminster Financial Advisory Corp has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which services are offered. However, fee types billed by Westminster Financial Advisory Corp can be comprised of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Westminster Financial Advisory Corp Brokerage Details
$748,447,741
35
2,007
$372,919
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Donald Boucher Work History
Donald has been registered as a financial advisor for 13 years.*
Westminster Financial Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donald Boucher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Westminster Financial Advisory Corp
Spring Hill, TN
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
West Hartford, CT
Andover, MA
Dayton, OH
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