Mary Bolt is a ChFC-designated registered investment advisor, based in Duncansville, PA, with 15 years of industry experience.
Location
1707 Newry Ln, Po Box 218, Duncansville, PA, 16635
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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
Mary owns Bolt Tax & Financial LLC, providing accounting and tax services, taking about half of her time. She is also an agent for Avantax Insurance Agency, LLC, with the ability to sell various annuity and variable insurance products, dedicating a few hours per week. Additionally, Mary works as a paramedic and oversees billing for Hollidaysburg Ambulance, dedicating about 10-20% of her time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Money Concepts Capital CORPBroker
H.D. Vest Investment ServicesBroker
State Registrations6 states
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