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Overview

Services

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Funds

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Qualifications

Experience

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Employer Years Dates
The Planning Center, Inc. 2 years Sep 2017 - Present
Upperline Financial Planning, LLC 6 years, 11 months Oct 2010 - Sep 2017
LPL Financial LLC 9 months Dec 2009 - Sep 2010
Ameritas Investment Corp 3 years, 7 months May 2006 - Dec 2009
Bellingrath Wealth Mnmgt 5 years, 3 months Jun 2005 - Sep 2010
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Hank Jude Boudreaux?
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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 2, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 6, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Upperline Financial Planning, LLC

Last updated on March 14, 2017
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      Total Assets Under Management
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