Jeffrey BollingCRD Number: 3089030
Current Firm: Wunderlich Securities, Inc.
Jeffrey Bolling (CRD# 3089030) is an Investment Advisor Representative working at Wunderlich Securities, Inc. in Nashville, TN and has over 19 years of experience in the finance industry.
Retirement Resources Management, LLC
Fifth Third Securities, Inc.
Quinn Stauffer Financial, LLC
|Wunderlich Securities, Inc.||Memphis, TN||Feb 2017 - Current||1|
|Ubs Financial Services Inc.||Nashville, TN||Aug 2010 - Feb 2017||6|
|Ubs Financial Services Inc.||Franklin, TN||Jul 2005 - Aug 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management1,618MILLIONS
Total Number of Accounts4,915ACCOUNTS
Average Account Value$329,143
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV