Gregory BoltsCRD Number: 1032440
Current Firm: Cetera Advisors LLC
Gregory Bolts (CRD# 1032440) is an Investment Advisor Representative working at Cetera Advisors LLC in Leawood, KS and has over 13 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Cetera Advisors LLC||Denver, CO||Jan 2013 - Current||4|
|Unemployed||Leawood, KS||Mar 2010 - Current||7|
|Multi-financial Securities Corporation||Denver, CO||Jun 2010 - Dec 2012||2|
|Cuso Financial Services, LP||San Diego, CA||Feb 2009 - Feb 2010||1|
|Communityamerica Credit Union||Overland Park, KS||Feb 2009 - Feb 2010||1|
|Merrill Lynch||Leawood, KS||Apr 2007 - Jan 2009||1|
|Edward Jones||St. Louis, MO||Sep 2006 - Apr 2007||< 1|
|Edward Jones||St. Louis, MO||Aug 2006 - Apr 2007||< 1|
|Allstate Financial Services||Raytown, MO||Sep 2005 - Sep 2006||1|
|Allstate Insurance||Raytown, MO||Sep 2005 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2005|
|S65||NASAA Investment Advisors Law Examination||Jul 2004|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
- Regulatory Event
Total Assets Under Management9,424MILLIONS
Total Number of Accounts47,356ACCOUNTS
Average Account Value$199,001
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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)
- Educational seminars/workshops
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
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