Felix Bosque (CRD# 4380167) is an Investment Advisor Representative working at Bolton Global Asset Management in Weston, FL and has over 23 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
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Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bolton Global Capital | Bolton, MA | Jul 2021 - Current | 2 |
| Bolton Global Asset Management | Bolton, MA | Jul 2021 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Weston, FL | Nov 2016 - Jul 2021 | 4 |
| Wells Fargo Advisors LLC | Weston, FL | May 2010 - Nov 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management5,854MILLIONS
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Total Number of Accounts6,217ACCOUNTS
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Average Account Value$941,602
- A percentage of assets under your management
- Hourly charges
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- 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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