Percy E. Bolton
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Percy E. Bolton MR.'s CRS (Customer Relationship Summary).
Certified licenses
Start date: 1984
Experience
March 25, 2008 - Present
PERCY E. BOLTON ASSOCIATES, INC.
Office #1: 1122 East Green Street, Pasadena, CA 91106-2500February 23, 1981 - December 31, 1987
SOUTHMARK FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/25/2008)
(6/1/2022)
Exams
Current Firm
PERCY E. BOLTON ASSOCIATES, INC.
CRD#: 116174 / SEC#: 801-67517
Contact information
Regulatory assets under management
| Total Number of Accounts | 126 |
| AUM (Assets Under Management) | $ 34,550,000 |
Red Flags
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