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Credentials
Series 66
Experience Industry experience
25 years
Location
Lakewood Ranch, FL 34202
Bolton Securities Corporation
Multi-team
Richard Louis is a Series 66 licensed financial advisor with 25 years of industry experience. He is currently with Bolton Securities Corporation and has been associated with Bolton Global Asset Management since 2006. He is also co-owner and managing partner of Island Lifestyle Importers, LLC, a company involved in manufacturing and distributing branded products. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, as well as banks, trusts, estates, and charitable organizations. The firm offers portfolio management using a combination of internal management, unaffiliated money managers, and third-party asset management programs, with an emphasis on long-term investment strategies.
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.
Florida
25 years of industry experience
Dow Family Office Advisory, LLC
2026 - Present • 1 year
Lakewood Ranch, FL
Bolton Global Asset Management
2006 - Present • 20 years
Lakewood Ranch, FL
Bolton Global Capital
2006 - 2018 • 12 years
Lakewood Ranch, FL
UBS Financial Services
2000 - 2006 • 6 years
Sarasota, FL
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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