Danica
Bolton
Financial Harvest Wealth Advisors
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About this Advisor
Danica Bolton is a financial advisor who works out of Winter Park, Florida with a total of 3 years of relevant experience. Bolton is currently employed by Financial Harvest Wealth Advisors. Their career trajectory has included roles at Charles Schwab & Co., Inc, Altermese Bentley Elementary School, Macy'S, City Of Longwood, Spark Family Enrichment Center, Idyllwilde Elementary School, University Of Central Florida Orlando, Fl and Financial Harvest, LLC. Bolton maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Florida. Financial Harvest Wealth Advisors is a registered investment firm operating out of Winter Park, FL. It controls $276 million in assets under management across its 999 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 999 customer accounts, 46% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice typically vary depending on which services the firm provides the client. Fee types billed by Financial Harvest Wealth Advisors likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Harvest Wealth Advisors Brokerage Details
$276,426,444
8
999
$276,703
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Danica Bolton Work History
Danica has been registered as a financial advisor for 3 years.*
Financial Harvest, LLC
Charles Schwab & Co., Inc
Macy'S
Altermese Bentley Elementary School
City Of Longwood
University Of Central Florida Orlando, Fl
Spark Family Enrichment Center
Idyllwilde Elementary School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Danica Bolton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Harvest Wealth Advisors
Winter Park, FL
Winter Park, FL
Winter Park, FL
Winter Park, FL
Winter Park, FL
Winter Park, FL
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