Constance Bolen
Constance Bolen is a registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 10 years of industry experience. Constance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3200 Kirby Drive, Suite 1100, Houston, TX, 77098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Constance works as a private banker for Hancock Whitney, providing banking services and collaborating with financial advisors and trust officers. She also serves as a board member and co-chair of the Volunteer and Mission Capacity Committee of the American Red Cross - Louisiana Capital Area Chapter, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Hancock Whitney Investment Services INC.
Hancock Whitney Investment Services INC.Broker
Invest Financial CorporationBroker
Invest Financial Corporation
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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