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Yves-marc Courtines

Yves-marc Courtines

BOUNDLESS ADVICE LLC
Manhattan Beach, CA
Some features on this profile are disabled
CRD#: 2539940
Yves-marc Courtines

Professional summary

Yves-marc Courtines, CFP® is a registered financial advisor currently at BOUNDLESS ADVICE LLC located in Manhattan Beach, California.

Yves-marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Yves-marc has worked at 4 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Yves-marc Courtines's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

December 8, 2017 - Present

BOUNDLESS ADVICE LLC

RIA
CRD#: 289915
Manhattan Beach, CA
Past

April 21, 2011 - June 20, 2013

ROTH CAPITAL PARTNERS, LLC

RIA
CRD#: 15407
NEWPORT BEACH, CA
Past

February 28, 2011 - June 20, 2013

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA
Past

December 18, 2000 - June 29, 2001

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

August 28, 1997 - December 18, 2000

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(12/8/2017)
IAR
Texas
(3/20/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/18/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/23/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/25/2011
General Securities Representative Examination

Current Firm

BA
BOUNDLESS ADVICE LLC
BOUNDLESS ADVICE LLC

CRD#: 289915 / SEC#:

California
Registered Investment Advisory firm - (12/8/2017 Approved)
Texas
Registered Investment Advisory firm - (3/13/2020 Conditional Restricted)
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Contact information

Main Address
Manhattan Beach, CA
Mailing Address
Phone number
(347) 744-9252
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts62
AUM (Assets Under Management)$ 14,900,317

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BOUNDLESS ADVICE LLC

CRD#: 289915Manhattan Beach, CA

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