Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avard? Claim Your ProfileAvard Morton Dow is a financial advisor with over 50 years of experience in the industry. Avard currently works for Bolton Securities Corp. and has a strong history with several financial institutions. Avard is a Registered Investment Advisor in Maine and is also registered to conduct business in several other states. Avard specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
ME
11/26/2007 - Present
Bolton Securities Corp. (FALMOUTH ME)
MO
11/13/1992 - 02/08/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CT
09/30/1985 - 12/04/1992
ADVEST, INC. (HARTFORD CT)
NA
07/07/1975 - 09/30/1985
BURGESS & LEITH INCORPORATED
NA
06/12/1969 - 08/19/1975
W. E. HUTTON & CO.
NA
07/08/1974 - 07/12/1975
THOMSON MCKINNON SECURITIES INC.
BC
Issued 09/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/1977
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1977
PC - AMEX Put and Call Exam
BC
Issued 06/06/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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