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
El Cajon, CA 92020
Credentials
Series 63, Series 65
Industry experience
32 years
Samuel Nunez is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2016, and previously spent 23 years at Merrill and 7 years at Bank of America. He is the owner and managing member of Bilimek, LLC, an entity established to facilitate his securities and investment-related business. 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. The firm’s adviser-driven approach customizes portfolios based on client goals and risk tolerance, utilizing a range of investment vehicles with a generally long-term orientation while allowing tactical trading and rebalancing.
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.
1920 N. Marshall #102
El Cajon, CA 92020
California
Bolton Global Asset Management
2016 - Present (10 years)
Bolton Global Capital
2016 - Present (10 years)
Bank of America, NA
2009 - 2016 (7 years)
Merrill
1993 - 2016 (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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