Paul Herrick, financial advisor Clovis CA

Paul Herrick

CRD Number: 5845384
Current Firm: Bolt Wealth Management LLC

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.

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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
Contact Info for Paul L. Herrick
Phone Number: (559) 492-8676
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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