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Joseph Bolling

49 Financial

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About Joseph Bolling

Joseph Bolling is an Investment Advisor Representative with 49 Financial. Joseph is registered to provide investment advice in Texas. Joseph is licensed to provide securities services in Texas. Joseph has been in the industry since 2022. Joseph has experience with a variety of financial products, including fixed insurance, and specializes in financial planning, portfolio management for businesses, and portfolio management for individuals. Joseph is affiliated with 49 Financial, which is a firm that provides financial planning and portfolio management services to individuals and businesses. 49 Financial manages over $566 million in assets for over 3,300 clients.

Firm Information

Joseph Bolling is currently registered with 49 Financial. 49 Financial is an investment advisor registered with the SEC and headquartered in Austin, TX. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $566 million in assets for 3,364 clients, primarily high-net-worth individuals and other individuals.
49 Financial

916 S CAPITAL OF TEXAS HIGHWAY

AUSTIN, TX 78746

$566.22M

Assets Under Management

Not reported

Total Clients

105

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Bolling’s Registration & Firm History

TX

02/16/2023 - Present

49 Financial (AUSTIN TX)

TX

05/26/2022 - 01/18/2024

PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)

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Licenses & Designations

IA

Issued 02/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/11/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Bolling.
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