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Patrick Boutilier

Stevens&Boutilier

2319 Whitney Ave Suite 3D

Hamden, CT 06518

203-780-7011

About 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

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Services

Investment Types

Stocks, Exchange Traded Funds (ETFs), Mutual Funds, Annuities, Insurance

Can meet clients in the following ways

Your Home, Phone, Your Office, Our Office, Video Conference, Our Offices

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

CRPC^®, CMFC^®

Securities Licenses

Series 63, Series 65, Series 7

Insurance and Annuity Licenses

Disability, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Compensation and Fees

Compensation Methods

Flat Fee, Based on Assets

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

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