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Marshall Paul Bolden

CAPSOUTH PARTNERS, INC.·DOTHAN, Alabama
Series 7, Series 24, Series 66Clean record24 years registeredCAPSOUTH PARTNERS, INC.
2216 W. MAIN STREET, DOTHAN, AL 36301CRD# 4281528Firm CRD# 132517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marshall Paul Bolden · DOTHAN, AL
Registration
CRD #4281528 · CAPSOUTH PARTNERS, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

CAPSOUTH WEALTH MANAGEMENT
Oct 2004 – present
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC
Jun 2002 – Oct 2004
DOTHAN, AL
CAPTRUST FINANCIAL ADVISORS
Aug 2001 – Jun 2002
DOTHAN, AL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 66
Registration record
First registered · August 29, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPSOUTH PARTNERS, INC.
CRD 132517 · SEC 801-63509
AUM
$763M
Regulatory assets under management
Employees
21
1,610 client accounts
Services offered by CAPSOUTH PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CAPSOUTH PARTNERS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Marshall Paul Bolden offer?
Marshall Paul Bolden specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOTHAN, Alabama for a consultation.
What are Marshall Paul Bolden's credentials?
Marshall Paul Bolden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marshall Paul Bolden located?
Marshall Paul Bolden is based in DOTHAN, Alabama, working with CAPSOUTH PARTNERS, INC.. Their office serves clients in the DOTHAN metropolitan area and surrounding communities.
How does Marshall Paul Bolden charge for services?
Marshall Paul Bolden's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSOUTH PARTNERS, INC.?
CAPSOUTH PARTNERS, INC. has approximately 21 employees and manages $763M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPSOUTH PARTNERS, INC.

Anthony Brian Mccallister
DOTHAN, AL
Donald Paul Bolden
DOTHAN, AL

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