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Hamden, CT 06518
203-780-7011About Stevens&Boutilier
Over many years in the financial services industry, weve had the honor and pleasure to assist hundreds of clients in pursuing their most important financial dreams.
Our team approach allows us to provide experienced insight into the various aspects of our clients financial and risk management situations. Contact us today to see what we do can help you.
See Disclosures
General Information
Firm Start Year
1926
automated call
Yes
CRD#
4935304
Firm CRD#
6413
States Licensed in
AZ,CA,CO,CT,FL,LA,MA,MD,ME,MI,NC,NH,NJ,NY,OR,PA,PR,SC,TN,TX,VA,VI,VT,WA
Years of Experience in Financial Services
20
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management
Services
Investment Types
Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Insurance, Annuities
Can meet clients in the following ways
Your Office, Phone, Our Office, Your Home, Our Offices, Video Conference
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CMFC®, CRPC®
Securities Licenses
Series 7, Series 65, Series 63
Insurance and Annuity Licenses
Life, Health, Annuity, Accident, Disability, Long Term Care, Variable Life, Variable Annuity
Compensation and Fees
Compensation Methods
Based on Assets, Flat Fee
Education
BA -
Quinnipiac University
08/2/2000 -05/25/2004
Disclosures
p>RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf