Stephen BolarisCRD Number: 6058374
Current Firm: Legend Advisory Corporation
Stephen Bolaris (CRD# 6058374) is an Investment Advisor Representative working at Legend Advisory Corporation in Morgan Hill, CA and has over 4 years of experience in the finance industry.
Opes Advisors, Inc.
Stanford Investment Group, Inc.
Wales Investments Inc.
|Legend Equities Corporation||Palm Beach Gardens, FL||Aug 2014 - Current||2|
|Legend Advisory Corporation||Palm Beach Gardens, FL||Aug 2014 - Current||2|
|Bank Of America, N.a||San Jose, CA||Oct 2012 - Aug 2014||1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||San Jose, CA||Apr 2012 - Aug 2014||2|
|Unemployed||Morgan Hill, CA||May 2011 - Apr 2012||< 1|
|Sourcecorp Hov||Des Moines, IA||Jan 2011 - May 2011||< 1|
|Unemployed||Morgan Hill, CA||Nov 2010 - Jan 2011||< 1|
|Fssi||Santa Ana, CA||Oct 2007 - Nov 2010||3|
|Infoimage||Menlo Park, CA||Apr 2000 - Oct 2007||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management2,105MILLIONS
Total Number of Accounts29,775ACCOUNTS
Average Account Value$70,710
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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