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.
Three Bell Capital LLC
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
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