Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Bolden is a financial advisor who works at Capsouth Wealth Management in Dothan, Alabama. He has been a registered advisor since 2004 and has experience in the financial industry since 1978. Donald specializes in working with high net worth individuals, pension and profit sharing plans, and charitable organizations. He offers financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars. Donald is also a Certified Financial Planner.
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.
Consulting
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.
A percentage of the total value of assets under management is charged.
Percentage of net worth
1
2
AL
10/04/2004 - Present
Capsouth Wealth Management (DOTHAN AL)
AL
09/20/2004 - 05/02/2011
NBC SECURITIES, INC. (DOTHAN AL)
MO
06/15/2002 - 10/04/2004
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NC
04/06/2001 - 06/15/2002
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
NY
04/14/1994 - 04/17/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/13/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1978
Series 1 - Registered Representative Examination
Active
Inactive
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