Todd Bolton, financial advisor Lake Mary FL

Todd Bolton

CRD Number: 5053658
Current Firm: Truist Advisory Services, Inc.

Todd Bolton (CRD# 5053658) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lake Mary, FL and has over 15 years of experience in the finance industry. Todd Bolton 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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Certified Advisory Corp
Professional Designations
Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Aug 2016 - Current 5
Suntrust Investment Services, Inc. Atlanta, GA Sep 2005 - Current 16
Suntrust Bank Orlando, FL Sep 2005 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Todd K. Bolton
Phone Number: 404-827-6461
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    53,898
    MILLIONS
  • Total Number of Accounts
    124,678
    ACCOUNTS
  • Average Account Value
    $432,299
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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