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
28 years
Financial planning fees may be charged as a flat fee, amount negotiated with client; no specific limits stated.
Up to 2.5%, negotiable between client and IAR
Commissions may be charged on certain securities transactions, and ticket/transaction fees may be passed on to clients; also, some IARs receive 12b-1 fees and revenue sharing payments through affiliated broker-dealer BGC.
Financial planning fees may be billed hourly up to $500 per hour.
Performance-based fees may be charged to qualified clients as defined by the Investment Advisers Act of 1940; details disclosed in client agreements.
Bolton Global Asset Management
2008 - Present (18 years)
Bolton Global Capital
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63, Series 66
Brownsville, TX
Edward Jones
Series 63, Series 66
Brownsville, TX
Henderson Capital & Wealth Management, LLC
Series 65
Los Fresnos, TX
Nvest Advisors, LLC
Series 65
Brownsville, TX
Fmsa
Series 63, Series 65
Bolton, MA
Bolton Securities Corporation
Series 66
Brownsville, TX
SPC
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