Walter BolemanCRD Number: 1336378
Current Firm: Triad Advisors, LLC
Walter Boleman (CRD# 1336378) is an Investment Advisor Representative working at Triad Advisors, LLC in Blue Ridge, GA and has over 38 years of experience in the finance industry.
|Triad Advisors Inc.||Norcross, GA||May 2012 - Current||11|
|D2 Investments||Blue Ridge, GA||May 2012 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1985|
|S65||NASAA Investment Advisors Law Examination||Nov 1992|
Total Assets Under Management2,249MILLIONS
Total Number of Accounts10,769ACCOUNTS
Average Account Value$208,816
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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