Daniel Boston (CRD# 7341906) is an Investment Advisor Representative working at The Butterfield Group in Simi Valley, CA and has over 3 years of experience in the finance industry. Daniel Boston 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# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Butterfield Group | Simi Valley, CA | Feb 2021 - Current | 3 |
| Rexnord | Simi Valley, CA | Jan 2009 - Apr 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- CA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$52,174
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA
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