Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Bolt is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Andrew has been in the financial services industry since 1987 and has experience working with clients of all ages. Andrew holds a Series 7, Series 6, Series 22, and Series 63 license and is a Registered Representative. Andrew offers a variety of financial services, including financial planning, retirement planning, insurance products, and investment management. Andrew is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TN
01/22/2025 - Present
Cambridge Investment Research Advisors, Inc. (Hendersonville TN)
TN
05/02/2011 - 02/01/2019
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (HENDERSONVILLE TN)
CO
11/27/2007 - 04/29/2011
HARRISON DOUGLAS, INC. (AURORA CO)
TN
09/16/2005 - 10/30/2007
CAPITAL FINANCIAL SERVICES, INC. (FRANKLIN TN)
FL
11/18/2003 - 09/16/2005
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
NE
07/12/2002 - 11/18/2003
FREEDOM FINANCIAL, INC. (OMAHA NE)
CA
12/07/2000 - 07/30/2002
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
MO
03/28/1999 - 12/06/2000
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MN
10/19/1987 - 03/12/1999
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
NA
06/10/1987 - 08/08/1987
AAL DISTRIBUTORS INC.
BC
Issued 01/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2002
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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