Avard Dow (CRD# 71115) is an Investment Advisor Representative working at Bolton Global Asset Management in Falmouth, ME and has over 29 years of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 5157367
Lpl Financial LLC
CRD# 2883211
R M Davis Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bolton Global Asset Management | Bolton, MA | Nov 2007 - Current | 16 |
| Bolton Global Capital | Bolton, MA | Feb 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1994 |
- ME
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Total Assets Under Management5,854MILLIONS
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Total Number of Accounts6,217ACCOUNTS
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Average Account Value$941,602
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- 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)
AZ, CA, CO, CT, FL, GA, HI, IL, IN, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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