James BourqueCRD Number: 1402927
Current Firm: City National Securities, Inc.
James Bourque (CRD# 1402927) is an Investment Advisor Representative working at City National Securities, Inc. in Palo Alto, CA and has over 31 years of experience in the finance industry.
Altos Investments, Inc.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|City National Securities||Palo Alto, CA||Aug 2014 - Current||2|
|Mbsc Securities Corporation||San Francisco, CA||Dec 2011 - Aug 2014||2|
|Unemployed||Millbrae, CA||Jan 2014 - Jul 2014||< 1|
|Bny Mellon||San Francisco, CA||Apr 2011 - Jan 2014||2|
|Unemployed||Millbra, CA||Dec 2010 - Apr 2011||< 1|
|Ubs Financial Services Inc.||San Francisco, CA||Jan 2007 - Nov 2010||3|
|Morgan Stanley & Company, Incorporated||San Francisco, CA||Aug 1990 - Jan 2007||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1996|
Total Assets Under Management668MILLIONS
Total Number of Accounts1,036ACCOUNTS
Average Account Value$645,239
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, NV, NY, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.