Demond Bolden (CRD# 5248679) is an Investment Advisor Representative working at Esi Financial Advisors in Roanoke, VA and has over 6 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services Inc. | Montpelier, VT | Aug 2018 - Current | 5 |
| Roberson Financial Services | Lynchburgh, VA | Aug 2018 - Current | 5 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lynchburg, VA | Dec 2017 - Aug 2018 | < 1 |
| Bank Of America, N.a. | Lynchburg, VA | Feb 2017 - Aug 2018 | 1 |
| Merrill Lynch | Lynchburg, VA | Jan 2017 - Sep 2017 | < 1 |
| Mabry Automotive Group | Forest, VA | Oct 2006 - Jan 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2017 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- VA
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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