Scott Bolin, financial advisor Charlottesville VA

Scott Bolin

CRD Number: 1093519
Current Firm: The Bolin Company

Scott Bolin (CRD# 1093519) is an Investment Advisor Representative working at The Bolin Company in Charlottesville, VA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Assetmark Brokerage, LLC Ponte Vedra Beach, FL Jan 2015 - Current 9
Assetmark Financial Holdings, Inc. Ponte Vedra Beach, FL Jan 2015 - Current 9
Scott H. Bolin Ria Foothill Branch, CA Jul 1993 - Current 30
The Bolin Company Foothill Branch, CA Jul 1993 - Current 30
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 1992
S63 Uniform Securities State Law Examination May 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Scott H. Bolin
Phone Number: 434-825-3190
Registered State(s):
  • VA
Current Firm Details
The Bolin Company
Firm's CRD Number: 115837
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

VA

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