Briggs Powell Bouchillon
Investment Adviser Representative at BLUE Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Briggs Powell Bouchillon is an investment adviser representative with BLUE Financial in Charlotte, NC, where they have been registered since 2025. They have worked in the securities industry since 2022 and were previously registered with Vanguard Marketing Corporation. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Jordan LashAug 2021 – Dec 2021Charleston, SC
- College of CharlestonJan 2018 – May 2022Charleston, SC
- DoordashJan 2019 – Jan 2021Charleston, SC
- Home makingJan 2021 – Aug 2021Savannah, GA
- The Vanguard Group, Inc.May 2022 – Aug 2025Charlotte, NC
- Blue Wealth, Inc.Aug 2025 – no end date reportedCharlotte, NC
- StudentAug 2015 – Jan 2019Charleston, SC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BLUE Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Estimated blended rate
- 0.0135
- All Assets1.35%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Charlotte, NC
- SEC file number:
- 801-132547
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 26, 2026
View full firm profileOther advisors at BLUE Financial
6 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Briggs Powell Bouchillon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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