Susan Bolland, financial advisor Fort Worth TX

Susan Bolland

CRD Number: 6235085
Current Firm: First Command Advisory Services

Susan Bolland (CRD# 6235085) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
First Command Financial Planning Inc. Fort Worth, TX Aug 2013 - Current 8
Xerox Corporation Lewisville, TX Aug 2010 - Aug 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2016
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Susan K. Bolland
Phone Number: 817-731-8621
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    14,685
    MILLIONS
  • Total Number of Accounts
    90,443
    ACCOUNTS
  • Average Account Value
    $162,366
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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