Paul Herrick (CRD# 5845384) is an Investment Advisor Representative working at Bolt Wealth Management LLC in Clovis, CA and has over 13 years of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bolt Wealth Management LLC | Clovis, CA | Sep 2017 - Current | 6 |
| Principal Life Ins Co | Fresno, CA | Sep 2010 - Sep 2017 | 7 |
| Princor Financial Services Corp | Fresno, CA | Sep 2010 - Sep 2017 | 7 |
| Principal Securities, Inc. | Fresno, CA | Sep 2010 - Sep 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2010 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- CA
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts249ACCOUNTS
-
Average Account Value$131,563
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA
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