Donald Bolden, financial advisor Dothan AL

Donald Bolden

CRD Number: 857123
Current Firm: Capsouth Wealth Management

Donald Bolden (CRD# 857123) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 29 years of experience in the finance industry. Donald Bolden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Capsouth Partners, Inc. Dothan, AL Sep 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
S65 NASAA Investment Advisors Law Examination May 1994
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 Donald P. Bolden
Phone Number: 334.673.8600
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    661
    MILLIONS
  • Total Number of Accounts
    1,679
    ACCOUNTS
  • Average Account Value
    $393,691
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, FL, GA, NC, SC, TX

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