Yves-marc Courtines (CRD# 2539940) is an Investment Advisor Representative working at Boundless Advice LLC in Manhattan Beach, CA and has over 26 years of experience in the finance industry. Yves-marc Courtines has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2619073
Wedbush Securities Inc.
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5779397
Madison Avenue Securities, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boundless Advice LLC | Manhattan Beach, CA | Oct 2017 - Current | 6 |
| Boundless Advice LLC | Manhattan Beach, CA | Apr 2016 - Oct 2017 | 1 |
| Dalton Investments | Santa Monica, CA | Sep 2015 - Mar 2016 | < 1 |
| The Bowery Group | Los Angeles, CA | Jan 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2011 |
- CA
- TX
-
Total Assets Under Management13MILLIONS
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Total Number of Accounts67ACCOUNTS
-
Average Account Value$199,489
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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