Kristina Dumas, financial advisor Bolton MA
90 score

Kristina Dumas

CRD Number: 6127471
Current Firm: Bolton Global Asset Management

Kristina Dumas (CRD# 6127471) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bolton Global Capital Bolton, MA Feb 2013 - Current 3
Dow Wealth Management Falmouth, ME Oct 2012 - Current 4
Unemployed Saco, ME Apr 2012 - Oct 2012 < 1
Portage Bay Cafe Seattle, WA May 2011 - Apr 2012 < 1
Environment Washington Seattle, WA Aug 2010 - May 2011 < 1
Joseph's By The Sea Old Orchard Beach, ME Jun 2010 - Aug 2010 < 1
Student Williamsburg, VA Aug 2006 - May 2010 3
Student Saco, ME Aug 2002 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Kristina M. Dumas
Phone Number: 978-779-6947
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    1,167
    MILLIONS
  • Total Number of Accounts
    3,220
    ACCOUNTS
  • Average Account Value
    $362,495
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, IL, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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