Best Investors
Account
Sign in
Best Investors
Account
Sign in
Bountiful Investment Management LLC CRD 281437
$161M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
225 Newman Ave Suite 300, Rumford, RI 02916 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-03-28 |
| FL | RA | APPROVED | 2022-01-24 |
| SC | RA | APPROVED | 2021-10-18 |
| IN | RA | APPROVED | 2021-03-08 |
| IL | RA | APPROVED | 2021-02-24 |
| NC | RA | APPROVED | 2020-11-25 |
| CT | RA | APPROVED | 2018-10-01 |
| MA | RA | APPROVED | 2015-10-21 |
| RI | RA | APPROVED | 2015-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bountiful Investment Management Llc | Rumford | RI | 08/2015 | Present |
| Euclid Financial Services | Rumford | RI | 07/2010 | Present |
EUCLID FINANCIAL SERVICES, REGIONAL DIRECTOR, 225 NEWMAN AVE. SUITE 303, EAST PROVIDENCE RI 02916. INSURANCE AND FIXED PRODUCT PLANNING. FROM 07/2010 TO PRESENT. 80 HRS/MONTH DURING SECURITIES HOURS. INSURANCE PLANNING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-26 |
| S66 | Uniform Combined State Law Examination | 2014-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-06 |
Reach out to this advisor