Charles Boushley, financial advisor Peoria AZ

Charles Boushley

CRD Number: 1122914
Current Firm: Clarus Wealth Advisors, LLC

Charles Boushley (CRD# 1122914) is an Investment Advisor Representative working at Clarus Wealth Advisors, LLC in Peoria, AZ and has over 36 years of experience in the finance industry. Charles Boushley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Crown Capital Securities, LP Orange, CA Aug 2017 - Current 2
Clarus Wealth Advisors, LLC Peoria, AZ Jul 2016 - Current 3
Marb Properties, LLC Peoria, AZ Jan 2000 - Current 20
National Association Of Tax Practitioner Appleton, WI Aug 1992 - Current 27
Financial Resource Management, Inc. Peoria, AZ Oct 1985 - Current 34
C. Dale Boushley Peoria, AZ Oct 1976 - Current 43
Wfg Investments, Inc. Peoria, AZ Oct 2015 - Aug 2017 1
Wfg Advisors, LP Peoria, AZ Oct 2015 - Jul 2016 < 1
Securities America Advisors, Inc. Glendale, AZ Aug 2004 - Oct 2015 11
Securities America, Inc. Peoria, AZ Jun 1994 - Oct 2015 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
Contact Info for Charles D. Boushley
Phone Number: 623-583-6840
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    179
    MILLIONS
  • Total Number of Accounts
    1,245
    ACCOUNTS
  • Average Account Value
    $143,906
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AZ, CA, CO, FL, IL, MD, MI, TX

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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