Marshall Bolden (CRD# 4281528) is an Investment Advisor Representative working at Capsouth Wealth Management in Dothan, AL and has over 22 years of experience in the finance industry.
CRD# 5280300
Jackson Thornton Asset Management, LLC
CRD# 7046353
Cambridge Investment Research Advisors, Inc.
CRD# 857123
Capsouth Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capsouth Partners, Inc. | Dothan, AL | Sep 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2001 |
- AL
-
Total Assets Under Management763MILLIONS
-
Total Number of Accounts1,610ACCOUNTS
-
Average Account Value$473,871
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, FL, GA, KY, NC, SC, TN, TX
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