Clyde Lamb Randall

CFA

Bolton Investment

28 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningInvestment Management

Bolton Investment

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

10 clients

Average Client Portfolio

$13.9M average

Assets Under Management

$138.5M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

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.

Employment History

Current Registrations

Bolton Investment

March 2008 - Present · 17 yrs 11 mos

Previous Registrations

Mtb Investment Advisors, INC.

March 1996 - August 2006 · 10 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.