Theresa Rose Bolen

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → Present
  H. T. Bolen And Associates
  Knoxville, TN
• 05/2013 → 07/2021
  The Cheesecake Factory
  Knoxville, TN
• 09/2019 → 10/2019
  Union Place
  Knoxville, TN
• 05/2017 → 10/2017
  Casual Pint
  Knoxville, TN
• 07/2021 → Present
  Lpl Financial Llc
  Knoxville, TN
• 09/2020 → 07/2021
  Lpl Financial Llc
  Knoxville, TN
• 11/2022 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Other Businesses

1) 7/2021- H T Bolen & Associates- DBA for LPL Business (entity for LPL business)- Inv. Related- Knoxville, TN 2) 04/14/2025 - Private Advisor Group - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:01/01/2025 - 135 Hrs/Mth - 135 Hrs During Trading. 3) 04/14/2025 - Private Advisor Group, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start date: 01/01/2025 - 135Hrs/Mth - 135 Hrs During Trading. I provide investment advisory services through Private Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 01/2025. I expect to spend approximately 135 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-07