Bonnie BoyceCRD Number: 1452608
Current Firm: Vahanian & Associates Financial Planning Inc.
Bonnie Boyce (CRD# 1452608) is an Investment Advisor Representative working at Vahanian & Associates Financial Planning Inc. in Saratoga Springs, NY and has over 32 years of experience in the finance industry. Bonnie Boyce 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.
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|Vahanian & Associates Financial Planning||Saratoga Springs, NY||Feb 1992 - Current||25|
|Royal Alliance Associates, Inc.||Saratoga Springs, NY||Feb 1992 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1985|
Total Assets Under Management137MILLIONS
Total Number of Accounts280ACCOUNTS
Average Account Value$488,773
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, NH, NY