Andrew BollingCRD Number: 3134877
Current Firm: Raymond James Financial Services Advisors, Inc.
Andrew Bolling (CRD# 3134877) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Suffolk, VA and has over 18 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
Pathway Financial Planning, Inc.
Virginia Capital Management Group Inc.
|Towne Investment Group||Suffolk, VA||Oct 2011 - Current||5|
|Raymond James Financial Services Advisors, Inc.||Suffolk, VA||Jan 2009 - Current||8|
|Raymond James Financial Services||Suffolf, VA||Feb 2004 - Current||13|
|Towne Bank||Suffolk, VA||Feb 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S66||NASAA Uniform Combined State Law Examination||Aug 2001|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV