Gretchen Bolton, Gretchen Brainerd, Gretchen Smith
SEC and FINRA Registered
Funds Used With Clients
Firm Client types
|AXA Advisors, LLC||17 years, 1 month||Sep 1999 - Present|
|The Equitable Life Assurance Society of The Unitedstates||10 years, 11 months||Oct 1993 - Sep 2004|
Gretchen Smith Bolton?
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Designations & Memberships
Chartered Financial ConsultantDesignationInvididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
Chartered Life UnderwriterDesignationA prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Licenses & Conducts
AXA Advisors, LLC
$9.9BTotal Assets Under Management
N/ATotal Assets Under Advisement
$246.1KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees