Bonnie Boyce (CRD# 1452608) is an Investment Advisor Representative working at Vahanian & Associates Financial Planning Inc. in Saratoga Springs, NY and has over 39 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.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Saratoga Springs, NY | Feb 1992 - Current | 32 |
| Vahanian & Associates Financial Planning | Saratoga Springs, NY | Feb 1992 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1985 |
- NY
-
Total Assets Under Management177MILLIONS
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Total Number of Accounts321ACCOUNTS
-
Average Account Value$551,384
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, MA, NH, NY
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