CB
Cynthia R. Boury
RAYMOND JAMES (USA) LTD.
Abbotsford, BC, V2T 4X1
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CRD#: 6834522
CB
Professional summary
Cynthia Rose Boury, who also goes by Cindy Boury, is a registered financial advisor currently at RAYMOND JAMES (USA) LTD. .
Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cynthia has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cindy Boury
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.
1) RAYMOND JAMES LTD ("RJL"), A REGISTERED INVESTMENT DEALER WITH IIROC, IS THE CANADIAN AFFILIATE AND PARENT COMPANY OF RAYMOND JAMES (USA) LTD. THE BUSINESS IS INVESTMENT RELATED. Cindy Boury IS LOCATED AT Suite 200 - 2881 Garden St 2nd Floor, Abbotsford BC AND HAS BEEN EMPLOYED SINCE January 16, 2009. SHE IS A FULL TIME AGENT AND HER TITLE WITH RJL IS "FINANCIAL ADVISOR". SHE DEVOTES 160 HOURS A MONTH TO THIS BUSINESS DURING BUSINESS AND TRADING HOURS. HER JOB DUTIES INCLUDE SALES and PORTFOLIO MANAGEMENT SERVICES.
2) RAYMOND JAMES FINANCIAL PLANNING LTD ("RJFP") IS THE INSURANCE AND ESTATE PLANNING DIVISION OF RAYMOND JAMES LTD. RJFP DEALS WITH INSURANCE SOLUTIONS, WEALTH MANAGEMENT, TAX AND ESTATE PLANNING AND BUSINESS CONTINUITY. Cindy Boury IS LOCATED AT Suite 200 - 2881 Garden St 2nd Floor, Abbotsford BC AND HAS BEEN LICENSED WITH RJFP SINCE January 16, 2009. SHE IS A FULL-TIME AGENT. SHE DEVOTES 5 HOURS A MONTH TO THIS BUSINESS. HER JOB DUTIES INCLUDE LIFE INSURANCE SALES &/OR FINANCIAL PLANNING.
3) Pathfinder Investments Ltd. is investment-related and is located at 34661 Dunsmuir Court Abbotsford BC. IT HOLDS A CORPORATE LIFE LICENSE FOR THE PURPOSE OF INSURANCE SALES (RECEIVES COMMISSION FROM INSURANCE SALES AND MY POSITION/TITLE IS OWNER. The start date of the business was October 27, 1992. I devote 2 hours to this other business during business and trading hours. My duties are Director/Officer and part owner.
4) Infinity Group Investments Corp. is not investment-related and is located at Suite 200 - 2881 Garden St. 2nd Floor, Abbotsford BC. This is the management company for payment of general office expenses AND MY POSITION/TITLE IS OWNER. The start date of the business was June 28, 2005. I devote 2 hours to this other business during business and trading hours. My duties are as owner.
5) 813092 BC Ltd. is not investment-related and is located at Suite 200 - 2881 Garden St. 2nd Floor, Abbotsford BC. This is a passive holding company for real estate and MY POSITION/TITLE IS Director. The start date of the business was January 7, 2008. I devote 4 hours to this other business during business and trading hours. My duties are managing record keeping & book keeping.
6) Garden Court Professional Building Corp. is not investment-related and is located at Suite 100 - 2881 Garden St. 2nd Floor, Abbotsford BC. This is a real estate company and MY POSITION/TITLE IS Director. The start date of the business was March 1, 2009. I devote 2 hours to this other business during business and trading hours. My duties are accounting and supervision.
7) 658841 B.C. Ltd. is a passive holding company and is located at 34661Dunsmuir Court, Abbotsford BC, V2S 6G4. I am a director and my duties are bookkeeping and accountant review. I dedicate 1 hour per month to this activity. The start date of this other business is October 1, 2016.
8)Estate Planning Council of Canada is investment-related and is located at 1771 Robson Street, Vancouver, British Columbia. The Estate Planning Council of Canada provides community and connections for estate planning professionals and makes estate panning information more accessible and my position is a volunteer. My start date with the business was October 1, 2020. I devote less than half an hour a week to this other business during business and trading hours. My duties are limited and include attending zoom meetings.
CRS (Client Relationship Summary) - RIA
Click below to view Cynthia Rose Boury'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®
NoneExperience
Current
April 2, 2018 - Present
RAYMOND JAMES (USA) LTD.
Office #1: #200 2881 Garden Street, 2nd Floor, Abbotsford, Bc, V2T 4X1RIA
BD
CRD#: 25853
Abbotsford, BC,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RJ
RAYMOND JAMES (USA) LTD.
GOEPEL MCDERMID (USA) INC. | RAYMOND JAMES LTD (USA), INC. | RAYMOND JAMES (USA) LTD. | RAYMOND JAMES (USA) LTD | GOEPEL, SHIELDS & PARTNERS USA, INC.
CRD#: 25853 / SEC#: 801-72137, 8-42071
RIA
Registered Investment Advisory firm - SEC (2/10/2011 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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(4/2/2018)
Current Firm
RJ
RAYMOND JAMES (USA) LTD.
GOEPEL MCDERMID (USA) INC. | RAYMOND JAMES LTD (USA), INC. | RAYMOND JAMES (USA) LTD. | RAYMOND JAMES (USA) LTD | GOEPEL, SHIELDS & PARTNERS USA, INC.
CRD#: 25853 / SEC#: 801-72137, 8-42071
RIA
Registered Investment Advisory firm - SEC (2/10/2011 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
925 West Georgia Street - 2100, Vancouver, V6C3L2
Mailing Address
925 West Georgia Street - 2100, Vancouver, B.c., V6C 3L2
Phone number
(604) 659-8200
Established
Firm type
Corporation
Fiscal year end
September
Firm Size
Medium
# of Employees
175
SEC notice filing (31 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| RAYMOND JAMES LTD. | OWNER | |
| AYYUB, HARRIS | SR. MANAGER & CHIEF COMPLIANCE OFFICER (ACTING) | 7789868 |
| BALEZENTIS, PATRICIA | DIRECTOR | 2262711 |
| BARKO, SHAWN JOSEPH | DIRECTOR | 2690394 |
| BOYLE, SEAN PATRICK | DIRECTOR | 5517025 |
| LIM, CHRISTOPHER JOHN | CHIEF FINANCIAL OFFICER | 6090679 |
| MARCUS, STEVEN ROBERT | DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2820004 |
| SERBANOS, EFSTRATIOS MICHAEL | GENERAL COUNSEL | 2267667 |
Regulatory assets under management
| Total Number of Accounts | 4,869 |
| AUM (Assets Under Management) | $ 1,991,381,912 |
Disclosures
| Regulatory Event | 1 |
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
RAYMOND JAMES (USA) LTD.
CRD#: 25853Abbotsford, Bc, V2T 4X1TRUST BUT VERIFY
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