Percy E. Bolton Mr.
CFP®Professional Summary
Percy E. Bolton MR., CFP®, who also goes by Percy Ermon Bolton Mr., Percy Ermon Bolton, is a registered financial advisor currently at PERCY E. BOLTON ASSOCIATES, INC. located in Pasadena, California. Percy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Percy has worked at 2 firms and has passed the Series 63, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Percy Ermon Bolton Mr., Percy Ermon Bolton
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
45 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PERCY E. BOLTON ASSOCIATES, INC.
Contact Information
Main Address
1122 East Green Street, Pasadena, CA 91106-2500Phone Number
(626) 356-9660# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
145AUM (Assets Under Management)
$36,417,628Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(3/25/2008)
(6/1/2022)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Percy E. Bolton MR.'s CRS (Customer Relationship Summary).
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