Unclaimed Profile

Douglas Guy Bolles

WORTHPOINTE, LLC·LA JOLLA, California

Series 65Clean record6 years registeredWORTHPOINTE, LLC

888 PROSPECT STREET, LA JOLLA, CA 92037CRD# 7201481Firm CRD# 143996

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas Guy Bolles · LA JOLLA, CA

Registration

CRD #7201481 · WORTHPOINTE, LLC · 6 years registered

Brand Profile

Not yet started

Career History

WORTHPOINTE

Jan 2020 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 24, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WORTHPOINTE, LLC

CRD 143996 · SEC 801-67916

AUM

$758M

Regulatory assets under management

Employees

1,367 client accounts

Services offered by WORTHPOINTE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WORTHPOINTE, LLC →

Introduction

Speak with Douglas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Douglas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LA JOLLA?

Browse all registered financial advisors in LA JOLLA, California or claim this profile if it's yours.

Browse LA JOLLA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Douglas Guy Bolles offer?

Douglas Guy Bolles specializes in Financial Planning, Investment Management. Contact their office in LA JOLLA, California for a consultation.

What are Douglas Guy Bolles's credentials?

Douglas Guy Bolles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Guy Bolles located?

Douglas Guy Bolles is based in LA JOLLA, California, working with WORTHPOINTE, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.

How does Douglas Guy Bolles charge for services?

Douglas Guy Bolles's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sub-adviser fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WORTHPOINTE, LLC?

WORTHPOINTE, LLC has approximately 16 employees and manages $758M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →