Elizabeth Bolton
CRD Number: 4708910Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Elizabeth Bolton (CRD# 4708910) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ponte Vedra Beach, FL and has over 20 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Feb 2020 - Current | 4 |
| Bb&t | Ponte Vedra Beach, FL | Jan 2019 - Jan 2020 | 1 |
| Bb&t Securities, LLC | Richmond, VA | Jan 2018 - Jan 2020 | 2 |
| Bb&t Investments | Charlotte, NC | Mar 2006 - Jan 2020 | 13 |
| Bb&t Bank | Ponte Vedra Beach, FL | Sep 2005 - Jan 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2006 |
- FL
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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