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Financial ADVSR advisor directory · SEC adviser records

Bolt Wealth Management LLC financial advisors in Clovis, CA

Every SEC-registered investment adviser representative at a Bolt Wealth Management LLC office in Clovis, A to Z.

3 registered advisors work at Bolt Wealth Management LLC in Clovis, out of 4 at the firm nationwide; it ranks number 4 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Bolt Wealth Management LLC advisors in Clovis, A to Z

Every Bolt Wealth Management LLC advisor →

Bolt Wealth Management LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Bolt Wealth Management LLC advisors in other cities

Brentwood, CA 1

Other firms in Clovis

All Clovis advisors →

LPL Financial LLC 5State Farm Investment Management Corp. 5Edward Jones 4Cambridge Investment Research Advisors, Inc. 3J.P. Morgan Securities LLC 3

Questions

How many financial advisors does Bolt Wealth Management LLC have in Clovis?

3 investment adviser representatives are registered at Bolt Wealth Management LLC offices in Clovis, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Bolt Wealth Management LLC one of the largest advisor employers in Clovis?

Bolt Wealth Management LLC ranks number 4 in Clovis by registered advisors; LPL Financial LLC has the most, with 5.

How do I check a Bolt Wealth Management LLC advisor in Clovis?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bolt Wealth Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.