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RB

Ronald Ray Boucher

CRD# 2965278·Registered 1997 - 2023
Previously Registered: Being a previously registered professional could mean that Ronald is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Ronald Ray Boucher, who also goes by Ron Ray Boucher, was a registered financial advisor. Ronald was a previously registered financial professional and started their career in finance 1997 - 2023. Ronald had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ron Ray Boucher

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

29 years in the financial services industry

Current & Past Employments

CLEARVIEW WEALTH ADVISORS, LLC·CRD# 305737
RIA
Salem, OR
December 3, 2019 - July 17, 2023
CAPSTONE WEALTH ADVISORS, LLC·CRD# 287670
RIA
Salem, OR
March 10, 2017 - December 13, 2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·CRD# 11025
RIA
Salem, OR
February 20, 2015 - March 14, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·CRD# 11025
BD
Salem, OR
February 20, 2015 - March 14, 2017
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Salem, OR
April 4, 2011 - February 20, 2015
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Salem, OR
January 1, 2008 - February 20, 2015
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
Salem, OR
November 7, 1997 - January 3, 2008

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Current Firm

CW
CLEARVIEW WEALTH ADVISORS, LLC

CLEARVIEW WEALTH ADVISORS, LLC

CRD#: 305737 / SEC#: 801-117527

Contact Information

Main Address

2035 Madrona Ave Se Ste 100, Salem, OR 97302

Mailing Address

P.o. Box 4551, Salem, OR 97302

Phone Number

(503) 400-7800

# of Employees

5

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/17/2026)

Regulatory Assets Under Management

Total Number of Accounts

823

AUM (Assets Under Management)

$201,771,685

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

RB ENTERPRISES; INV-RELATED; SALEM, OR 97302; 100% OWNERSHIP; START: 09/01/1996; HOURS: 10 HOURS PER MONTH AND APPROXIMATELY 1 HOUR DURING SECURITIES TRADING HOURS; DUTIES: BUY AND SELL HOUSES/RENTALS FOR PERSONAL USE. RRB ENTERPRISES LLC; INVESTMENT RELATED; SALEM, OR; REAL ESTATE INVESTMENT COMPANY; 100% OWNERSHIP; START DATE: 10/2013; 5 HOURS DEVOTED PER MONTH, 2 HOURS DURING TRADING HOURS; DUTIES INVOLVE SOURCING, BUYING, REHABILITATING, SELLING, OR RENTING REAL ESTATE. RRB ROTH LLC; INV RELATED; SALEM, OR; REAL ESTATE; 100% OWNERSHIP; START 5/15/2016; 10 HOURS PER MONTH, 0 DURING TRADING; MANAGER. RRB Coastal LLC; INV RELATED; SALEM, OR; Owner; START 3/4/19; Hours: 4/month; Manage rental property.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2011About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Mar 2017About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Apr 2009About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Nov 1997About the Series 7 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Feb 2007About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Jan 2007About the Series 9 exam

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CRS (Client Relationship Summary)

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

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