Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Logan Herrick is an investment advisor representative at Bolt Wealth Management LLC. Paul has been in the industry since November 2010. Paul's firm provides financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. Paul is licensed in California.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
10/12/2017 - Present
Bolt Wealth Management LLC (CLOVIS CA)
CA
11/01/2010 - 10/10/2017
PRINCIPAL SECURITIES, INC. (Fresno CA)
IA
Issued 12/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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