Hank Jude Boudreaux

Employer firm

The Planning Center, Inc. CRD 118994

$1.37B regulatory AUM 34 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• TAX PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → 09/2017
  Upperline Financial Planning, Llc
  New Orleans, LA
• 09/2017 → Present
  The Planning Center, Inc.
  Moline, IL

Previous Registrations

• 2010-11-24 → 2017-10-10
  Upperline Financial Planning, Llc
  New Orleans, LA
• 2009-12-16 → 2010-09-20
  Lpl Financial Llc
  New Orleans, LA
  Metairie, LA
  New Orleans, LA
• 2006-05-03 → 2009-12-22
  Ameritas Investment Company, Llc
  New Orleans, LA
  Mandeville, LA
  New Orleans, LA
• 2002-05-23 → 2005-07-11
  Mml Investors Services, Llc
  New Orleans, LA

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-10-09

Designations

• Certified Financial Planner

Other Names

• Jude Hank Boudreaux