Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Paul Bolden is a registered investment advisor representative with Capsouth Wealth Management. Marshall is a financial advisor with 20+ years of experience. Marshall has worked with a number of firms in the past, including NBC Securities, Inc., Wachovia Securities Financial Network, LLC, Captrust Financial Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Marshall has a strong track record of providing clients with personalized financial advice. Marshall is a member of CapSouth Partners, Inc. and has a deep understanding of the local market. Marshall works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Marshall provides financial planning, portfolio management, and investment consulting services to help clients reach their financial goals.
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
10/06/2004 - Present
Capsouth Wealth Management (DOTHAN AL)
AL
09/20/2004 - 05/02/2011
NBC SECURITIES, INC. (DOTHAN AL)
MO
06/15/2002 - 10/06/2004
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NC
04/10/2001 - 06/15/2002
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
NY
10/26/2000 - 11/02/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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