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Credentials
Series 63, Series 65
Experience Industry experience
35 years
Location
Glennallen, AK
Bolton Securities Corporation
Multi-team
Clifford Dow II is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He has been with Bolton Global Asset Management since 2011 and Bolton Global Capital since 2005. Outside of his advisory work, he owns and manages residential rental properties through Dow International, LLC. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a network of independent advisers and offers portfolio management utilizing mutual funds, ETFs, equities, and fixed income, emphasizing a long-term investment approach.
Based on Bolton Securities Corporation
Based on Bolton Securities Corporation
Financial planning fees may be charged as a flat fee, amount negotiated with client.
Commissions may be charged on brokerage transactions; advisory clients generally pay asset-based fees but some advisors also receive commissions when acting as registered representatives.
Financial planning fees may be charged hourly up to $500 per hour.
Performance-based fees may be charged with qualified clients; specifics disclosed in advisory agreement.
Glennallen, AK
Glennallen AK
Advisors at this office
1
Alaska · Maine
35 years of industry experience
Bolton Global Asset Management
2011 - Present • 15 years
Bolton, MA
Bolton Global Capital
2005 - Present • 21 years
Bolton, MA
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Insurance agent
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Broker-dealer / trader
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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