Kean L. Bouplon

GOOD CAPITAL

Voorheesville, NY

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CRD#: 4034661

Professional summary

Kean Lynn Bouplon is a registered financial advisor currently at GOOD CAPITAL located in Voorheesville, New York.

Kean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Kean has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

BOUPLON ACRES, LLC; 144 WAITES HILL RD, WHITE CREEK, NY 12057; 1/3 OWNER (SPLIT EQUALLY BETWEEN MYSELF, MY BROTHER AND MY SISTER; START DATE: 06/2013; 4 HOURS DEVOTED OUTSIDE TRADING HOURS; 0 HOURS DURING TRADING HOURS; 4TH GENERATION FAMILY OWNED FARM LAND CONSISTING OF APPROXIMATELY 100 ACRES;**

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kean Lynn Bouplon's CRS (Customer Relationship Summary).

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

Current

February 12, 2024 - Present

GOOD CAPITAL

RIA

CRD#: 324262

Voorheesville, NY

Past

April 22, 2019 - December 26, 2020

STRATEGY ONE WEALTH MANAGEMENT LLC

RIA

CRD#: 288317

TROY, NY

Past

March 28, 2014 - May 3, 2017

MORGAN STANLEY

RIA

CRD#: 149777

ALBANY, NY

Past

March 28, 2014 - May 3, 2017

MORGAN STANLEY

CRD#: 149777

ALBANY, NY

Past

March 17, 2011 - April 1, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ALBANY, NY

Past

January 21, 2011 - April 1, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ALBANY, NY

Past

May 30, 2003 - January 31, 2011

HALLIDAY FINANCIAL, LLC

CRD#: 31741

ALBANY, NY

Past

October 26, 1999 - May 29, 2003

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(2/12/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/10/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/26/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/3/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/1/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/25/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GOOD CAPITAL

BOUPLON, KEAN | GOOD CAPITAL

CRD#: 324262 / SEC#:

New York

Registered Investment Advisory firm - (2/12/2024 Approved)

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Contact information

Main Address

Voorheesville, NY

Mailing Address

Phone number

(518) 227-0808

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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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Kean L. Bouplon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kean Lynn Bouplon's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGY ONE WEALTH MANAGEMENT LLC

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

HALLIDAY FINANCIAL, LLC

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 65

Date: 4/10/2023

Series 63

Date: 10/26/1999

SIE

Date: 5/3/2017

Series 7

Date: 11/1/2010

Series 6

Date: 10/25/1999

Current Firm

GOOD CAPITAL

Contact information

Documents

Red Flags

Company Information

GOOD CAPITAL

TRUST BUT VERIFY

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