Tomika Monique Boudreaux
Investment adviser representative at Osaic Wealth, Inc.
24 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Osaic Wealth, Inc.Apr 2022 to now
- Royal Alliance Associates, Inc.Sep 2021 to Apr 2026
- Cardea Capital Advisors, LLCMay 2021 to Sep 2021
- Cardea Capital Group, Inc.May 2021 to Sep 2021
- Advisor GroupNov 2019 to May 2021
- Fsc Securities CorporationNov 2018 to May 2021
- The Strategic Financial Alliance, Inc.Nov 2017 to Oct 2018
- Ffc Capital Advisors, LLCJul 2008 to Oct 2017
- Francis Financial Group dba Ffc Capital ManagementJan 2002 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (LA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4706748
- Firm CRD
- 23131