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Avard Morton Dow

56 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

358 U. S. Route One, Falmouth, ME, 04105

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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

Avard is a Senior Financial Advisor and Portfolio Manager with Bolton Global Asset Management, doing business as DOW Wealth Management LLC, representing his full-time job. He also owns rental property, spending minimal time on it each month.

Employment History
Current Registrations
Bolton Global Asset Management
November 2007 - Present · 18 yrs 3 mos
Bolton Global CapitalBroker
February 2006 - Present · 20 yrs
Previous Registrations
A. G. Edwards & Sons, INC.Broker
November 1992 - February 2006 · 13 yrs 3 mos
Advest, INC.Broker
September 1985 - December 1992 · 7 yrs 3 mos
Burgess & Leith IncorporatedBroker
July 1975 - September 1985 · 10 yrs 2 mos
Thomson Mckinnon Securities INC.Broker
July 1974 - July 1975 · 1 yr
W. E. Hutton & CO.Broker
June 1969 - August 1975 · 6 yrs 2 mos
State Registrations9 states
AZCACTFLMAMEMINHOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.