Andrew Bolland, financial advisor Rehoboth Beach DE

Andrew Bolland

CRD Number: 6771841
Current Firm: Mutual Of Omaha Investor Services, Inc.

Andrew Bolland (CRD# 6771841) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Rehoboth Beach, DE and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Investor Services Rehoboth Beach, DE Jan 2019 - Current 1
Mutual Of Omaha Rehoboth Beach, DE Aug 2016 - Current 4
Unemployed Mountain Lakes, NJ Sep 2015 - Aug 2016 < 1
Marshberry Cleveland, OH May 2015 - Sep 2015 < 1
Washington College Chestertown, MD Aug 2011 - May 2015 3
Mountain Lakes Public School Mountain Lakes, NJ Sep 1997 - Jun 2011 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2019
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for Andrew D. Bolland
Phone Number: 402-351-5770
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV, WY

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