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RB

Robert A. Boutin

PHYSICIANS' FINANCIAL L.C.
NORTHVILLE, MI
Some features on this profile are disabled
CRD#: 5750242
RB

Professional summary

Robert Anthony Boutin is a registered financial advisor currently at PHYSICIANS' FINANCIAL L.C. located in Northville, Michigan.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Robert has worked at 2 firms and has passed the Series 66, Series 31 and Series 7 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Anthony Boutin'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

May 15, 2012 - Present

PHYSICIANS' FINANCIAL L.C.

RIA
CRD#: 159109
NORTHVILLE, MI
Past

February 16, 2010 - August 19, 2011

MORGAN STANLEY

RIA
CRD#: 149777
BIRMINGHAM, MI
Past

February 11, 2010 - August 19, 2011

MORGAN STANLEY

BD
CRD#: 149777
BIRMINGHAM, MI

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
Michigan
(5/15/2012)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/15/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 3/18/2010
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 2/9/2010
General Securities Representative Examination

Current Firm

PF
PHYSICIANS' FINANCIAL L.C.
PHYSICIANS' FINANCIAL L.C.

CRD#: 159109 / SEC#:

Michigan
Registered Investment Advisory firm - (2/23/2012 Approved)
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Contact information

Main Address
Northville, MI
Mailing Address
P.o. Box 636, Northville, MI 48167-0636
Phone number
(248) 931-1342
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts18
AUM (Assets Under Management)$ 530,000

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.

Company Information

PHYSICIANS' FINANCIAL L.C.

CRD#: 159109Northville, MI

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