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GB

Gordon L. Bolster

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CRD#: 4175826
GB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gordon Lee Bolster was a registered financial professional .

Gordon is a previously registered financial professional and started their career in finance in 2000. Gordon had worked at 9 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

August 15, 2013 - December 31, 2017

GORDON BOLSTER ADVISORS, LLC

RIA
CRD#: 167875
LIBERTY LAKE, WA
Past

May 8, 2012 - March 13, 2013

RIDGEWAY CONGER ADVISORY SERVICES

RIA
CRD#: 139372
LIBERTY LAKE, WA
Past

February 6, 2012 - August 31, 2012

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
LIBERTY LAKE, WA
Past

September 4, 2007 - December 9, 2011

SSN ADVISORY, INC.

RIA
CRD#: 126090
SPOKANE, WA
Past

September 4, 2007 - December 9, 2011

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
SPOKANE, WA
Past

April 30, 2007 - September 7, 2007

GENEOS WEALTH MANAGEMENT, INC.

RIA
CRD#: 120894
SPOKANE, WA
Past

April 30, 2007 - September 7, 2007

GENEOS WEALTH MANAGEMENT, INC.

BD
CRD#: 120894
SPOKANE, WA
Past

August 1, 2006 - December 31, 2006

GENEOS WEALTH MANAGEMENT, INC.

RIA
CRD#: 120894
ENGLEWOOD, CO
Past

August 1, 2006 - December 31, 2006

GENEOS WEALTH MANAGEMENT, INC.

BD
CRD#: 120894
ENGLEWOOD, CO
Past

January 2, 2004 - August 3, 2006

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
SPOKANE, WA
Past

January 25, 2001 - August 3, 2006

SECURITIES AMERICA, INC.

BD
CRD#: 10205
SPOKANE, WA
Past

May 22, 2000 - February 1, 2001

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/1/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/2/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/28/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/19/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GB
GORDON BOLSTER ADVISORS, LLC
GORDON BOLSTER ADVISORS, LLC

CRD#: 167875 / SEC#:

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Contact information

Main Address
Liberty Lake, WA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GORDON BOLSTER ADVISORS, LLC

CRD#: 167875

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