Joseph M. Marques

BOLIN CREEK WEALTH ADVISORS LLC

Chapel Hill, NC 27514

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CRD#: 5270644

Professional summary

Joseph Michael Marques, CFP® is a registered financial advisor currently at BOLIN CREEK WEALTH ADVISORS LLC located in Chapel Hill, North Carolina.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joseph has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

NAME OF BUSINESS: CHARLOTTESVILLE RACING CLUB INVESTMENT RELATED: NO ADDRESS OF BUSINESS: 818 VILLAGE ROAD, CHARLOTTESVILLE, VA 22903 NATURE OF BUSINESS: BICYCLING CLUB SUPPORTING LOCAL BICYCLE RIDING AND RACING MY POSITION: SECRETARY START DATE OF RELATIONSHIP: 2/17/2011 APPROXIMATE # OF HOURS/MONTH DEVOTED: 3 # HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 DUTIES: I SERVE AS SECRETARY OF THE CHARLOTTESVILLE RACING CLUB, A LOCAL BICYCLE CLUB, AND A SOCIAL AND RECREATION 501(C)7 ORGANIZATION. I KEEP TRACK OF RECEIPTS, EXPENSES AND INCOME, MAKE DEPOSITS, AND REIMBURSE EXPENSES. PRIOR APPROVAL OF ANOTHER OFFICER IS REQUIRED FOR CHECKS THAT I WRITE OUT OF THE ACCOUNT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Marques's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

March 10, 2023 - Present

BOLIN CREEK WEALTH ADVISORS LLC

Office #1: 1829 E. Franklin Street, Bld. 600 Suite E-5, Chapel Hill, NC 27514

RIA

CRD#: 325013

Chapel Hill, NC

Past

July 3, 2014 - December 21, 2022

WOODWARD FINANCIAL ADVISORS, INC.

RIA

CRD#: 150641

CHAPEL HILL, NC

Past

May 11, 2011 - December 2, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CHARLOTTESVILLE, VA

Past

March 18, 2011 - December 2, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CHARLOTTESVILLE, VA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(3/10/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/10/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/17/2011

General Securities Representative Examination

Current Firm

BOLIN CREEK WEALTH ADVISORS LLC

BOLIN CREEK WEALTH ADVISORS | BOLIN CREEK WEALTH ADVISORS LLC

CRD#: 325013 / SEC#:

North Carolina

Registered Investment Advisory firm - (3/10/2023 Approved)

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Contact information

Main Address

1829 E. Franklin Street, Bld. 600 Suite E-5, Chapel Hill, NC 27514

Mailing Address

Phone number

(919) 366-7477

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	43
AUM (Assets Under Management)	$ 16,674,425

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.

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Joseph M. Marques

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Michael Marques's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOLIN CREEK WEALTH ADVISORS LLC

WOODWARD FINANCIAL ADVISORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/10/2011

Series 7

Date: 3/17/2011

Current Firm

BOLIN CREEK WEALTH ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BOLIN CREEK WEALTH ADVISORS LLC

TRUST BUT VERIFY

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