Carlos Bolanos is a CFP-designated registered investment advisor, based in Claremont, CA, with 38 years of industry experience.
Location
300 West Foothill Blvd, Claremont, CA, 91711
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carlos owns an accounting services/tax preparation business since 1984, dedicating about half his time to it. He is also an independent insurance agent and insurance sales agent, spending about 10-20% of his time meeting with clients and offering investment solutions using insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations10 states
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