CL
CFA
CL
CFA

Carlos Manuel Lecour

16 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
144 advisors
Number of Clients
6,977 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$7.0B

Fee Structure

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Location

579 Main Street, Bolton, MA, 01740

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Carlos is an Investment Advisor Representative with Bolton Global Asset Management, operating as 'Aurora Partners', and co-owns Aurora Partners, LLC. He also manages Germania Plantation, LLC, Rearden Wealth Management, LLC, and Lux North Carolina, LLC, and serves as a board member for TAL Building Centers, dedicating a few hours per week to this role.

Employment History
Current Registrations
Bolton Global Asset Management
May 2017 - Present · 8 yrs 9 mos
Bolton Global CapitalBroker
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2012 - April 2017 · 4 yrs 7 mos
Citigroup Global Markets INC.
February 2010 - September 2012 · 2 yrs 7 mos
Citigroup Global Markets INC.Broker
October 2009 - September 2012 · 2 yrs 11 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.