Richard LouisCRD 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.
Sage Wealth Consulting, LLC
Spire Wealth Management, LLC
|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|
Total Assets Under Management2,810MILLIONS
Total Number of Accounts3,803ACCOUNTS
Average Account Value$738,988
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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