CR
CFA
CR
CFA

Clyde Randall

28 Years of Experience
Towson, MD

Clyde Randall is a CFA-designated registered investment advisor at Bolton Investment, based in Towson, MD, with 28 years of industry experience. Clyde operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 10 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
IM Fee
Planning only
Assets Under Management
$138.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 W. Pennsylvania Ave., Suite 600, Towson, MD, 21204

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bolton Investment
March 2008 - Present · 18 yrs 1 mo
Previous Registrations
Mtb Investment Advisors, INC.
March 1996 - August 2006 · 10 yrs 5 mos
State Registrations1 state
MD
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Clyde Randall - Financial Advisor | TrueAdvisor