Advisor at Bolton Securities Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bolton Securities Corporation
Location
Brownsville, TX 78520
Credentials
Series 63, Series 65
Industry experience
38 years
Flavio Gonzalez is a financial advisor with Bolton Securities Corporation in Brownsville, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2008. Outside of his advisory roles, Gonzalez is co-owner of GMFE Group, LLC, which operates under the names GEF Financial Group and GEF Insurance, involved in securities, investment advisory, and fixed insurance sales. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s IAR-driven approach tailors portfolios using a range of investment vehicles, maintaining a generally long-term orientation while allowing tactical adjustments.
Based on Bolton Securities Corporation
Based on Bolton Securities Corporation
Financial planning fees may be charged as a flat fee, amount negotiated with client.
Commissions may be charged on brokerage transactions; advisory clients generally pay asset-based fees but some advisors also receive commissions when acting as registered representatives.
Financial planning fees may be charged hourly up to $500 per hour.
Performance-based fees may be charged with qualified clients; specifics disclosed in advisory agreement.
50 Morrison Rd.
Brownsville, TX 78520
Texas
Bolton Global Asset Management
2008 - Present (18 years)
Bolton Global Capital
2008 - Present (18 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Brownsville, TX
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Series 63, Series 66
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Series 65
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Nvest Advisors, LLC
Series 65
Brownsville, TX
Fmsa
Series 63, Series 65
Brownsville, TX
Bolton Securities Corporation
Series 66
Brownsville, TX
SPC
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