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Mark J. Boucher

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CRD#: 2187695
MB

Professional summary


Mark Joseph Boucher was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Mark Joseph Boucher was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1991. Mark had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 18, 2019 - October 15, 2020

STRATEGIC WEALTH ADVISORS GROUP SERVICES INC.

RIA
CRD#: 304480
CARLSBAD, CA
Past

December 27, 2016 - May 22, 2019

SCF INVESTMENT ADVISORS, INC.

RIA
CRD#: 123608
Carlsbad, CA
Past

March 3, 2016 - January 3, 2017

NORTHWEST ASSET MANAGEMENT

RIA
CRD#: 147923
Carlsbad, CA
Past

January 2, 2009 - March 31, 2016

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
CARLSBAD, CA
Past

April 24, 2000 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
CARLSBAD, CA
Past

April 4, 2000 - March 31, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
CARLSBAD, CA
Past

May 27, 1998 - April 19, 2000

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

June 8, 1995 - June 26, 1998

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

December 23, 1991 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

December 23, 1991 - June 1, 1995

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/23/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 3/30/2015
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SW
STRATEGIC WEALTH ADVISORS GROUP SERVICES INC.
STRATEGIC WEALTH ADVISORS GROUP SERVICES INC. | STRATEGIC WEALTH ADVISORS GROUP SVCS. INC.

CRD#: 304480 / SEC#:

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Contact information


Main Address
1900 Wright Place Suite #150, Carlsbad, CA 92008
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STRATEGIC WEALTH ADVISORS GROUP SERVICES INC.

CRD#: 304480

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