Richard Louis, financial advisor Sarasota FL

Richard Louis

CRD Number: 4269338
Current Firm: Bolton Global Asset Management

Richard Louis (CRD# 4269338) is an Investment Advisor Representative working at Bolton Global Asset Management in Sarasota, FL and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Delta Equity Services Corporation Bolton, MA Jan 2006 - Current 15
Bolton Securities Corp. Bolton, MA Jan 2006 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
Contact Info for Richard E. Louis
Phone Number: 978-779-6947
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,810
    MILLIONS
  • Total Number of Accounts
    3,803
    ACCOUNTS
  • Average Account Value
    $738,988
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • 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)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, IL, IN, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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