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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

Individual Investors, Businesses

Advisory Services Provided

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

Services

Investment Types

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

Can meet clients in the following ways

Our Office

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 63, Series 65

Insurance and Annuity Licenses

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

Compensation and Fees

Compensation Methods

Flat Fee, Based on Assets

Education

BA -

Quinnipiac University
08/2/2000 -05/25/2004

Disclosures

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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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