Andrew Lane Bolling

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2004 → Present
  Raymond James Financial Services
  Suffolf, VA
• 02/2004 → Present
  Towne Bank
  Suffolk, VA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Suffolk, VA

Previous Registrations

• 2001-09-20 → 2004-02-10
  Scott & Stringfellow, Llc
  Chesapeake, VA

Other Businesses

(1) Name of Business: Nansemond-Suffolk Academy Address: 3373 Pruden Boulevard, Suffolk, VA, 23434, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member of a local private school. I am also a member of the Finance Committee and Audit Committee. (2) Name of Business: Towne Wealth Management Address: 5806 Harbour View Blvd, Suffolk, VA, 23435, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/14/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Co/DBA name (3) Name of Business: TowneBank Address: 5806 Harbour View Blvd Ste 202, Suffolk, VA, 23435, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 10/12/2011 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: FID bank employee

Exams

• S66 Uniform Combined State Law Examination
  2001-08-31
• S63 Uniform Securities Agent State Law Examination
  1999-03-09

Other Names

• Drew Bolling
• Andrew Bolling