Karver Bolton, financial advisor Winston Salem NC
88 score

Karver Bolton

CRD Number: 6374736
Current Firm: Robert W. Baird & Company Incorporated

Karver Bolton (CRD# 6374736) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Winston Salem, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Robert W. Baird & Company Incorporated Winston Salem, VA Jul 2014 - Current 2
Episcopal High School Alexandria, VA Jul 2012 - Jun 2014 1
Family Preservation Services Charlottesville, VA Jun 2011 - Jun 2012 1
Trinity Presbyterian Church Charlottesville, VA Mar 2010 - Jun 2012 2
Madison House Charlottesville, VA Jul 2008 - May 2011 2
Wake Forest University Winston Salem, NC Jun 2007 - Jul 2008 1
Wake Forest University Winston Salem, NC Aug 2005 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Karver S. Bolton
Phone Number: 414-765-3500
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    83,910
    MILLIONS
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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