Andrew Bolling
Andrew Bolling is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Suffolk, VA, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5806 Harbour View Blvd, Suite 202, Suffolk, VA, 23435
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a board member for Nansemond-Suffolk Academy and a member of its Finance and Audit Committees, dedicating a few hours per week. He also supports Towne Wealth Management with minimal time commitment and works for TowneBank, dedicating about half of his time, including about 10-20% of his time during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Scott & Stringfellow, INC.
Scott & Stringfellow, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations25 states
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.