Mary Bolt (CRD# 4055366) is an Investment Advisor Representative working at Avantax Advisory Services in Duncansville, PA and has over 7 years of experience in the finance industry.
CRD# 4782048
Kooman & Associates
CRD# 2787819
Stifel, Nicolaus & Company, Incorporated
CRD# 1973907
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Duncansville, PA | Jul 2017 - Current | 6 |
| Avantax Insurance Agency, LLC | Duncansville, PA | Mar 2017 - Current | 7 |
| Penn State University | University Park, PA | Sep 2016 - Current | 7 |
| Avantax Investment Services, Inc. | Duncansville, PA | Jan 2015 - Current | 9 |
| Hollidaysburg Ambulance | Hollidaysburg, PA | May 2011 - Current | 12 |
| Bolt Tax & Financial LLC | Duncansville, PA | Jan 1991 - Current | 33 |
| Blair Township Sewer And Water Authority | Duncansville, PA | Jan 2018 - Oct 2023 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- PA
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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