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Mary Angela Bolton

Live Oak Private Wealth, LLC

Rocky Mount, NC

Wilmington, NC

CRD 7439427

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Employer firm

Live Oak Private Wealth, LLC CRD 297904

$1.32B regulatory AUM 1 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:

Current Employers
Live Oak Private Wealth, Llc

1741 Tiburon Drive, Wilmington, NC 28403 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-09-17
  • NC RA
    APPROVED
    Since 2021-09-17

Branch Locations

210 Bryant Street Suite A, Rocky Mount, NC 27804 • United States

1741 Tiburon Drive, Wilmington, NC 28403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Private Bank Raleigh NC 08/2016 07/2021
Live Oak Private Wealth Rocky Mount NC 08/2021 Present
  • 08/2016 → 07/2021
    Wells Fargo Private Bank
    Raleigh, NC
  • 08/2021 → Present
    Live Oak Private Wealth
    Rocky Mount, NC
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

EDWARD JONES
PROSPERITY CAPITAL ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

Christy T. Warrick
Anthony Joseph Engrassia
ANTHONY GERARD ENGRASSIA

Nearby Offices

EDWARD JONES · Rocky Mount, NC
PROSPERITY CAPITAL ADVISORS · Rocky Mount, NC
EDWARD JONES · ROCKY MOUNT, NC

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