Jeffrey HollerCRD Number: 1888455
Current Firm: The Capital Chart Room, Ltd
Jeffrey Holler (CRD# 1888455) is an Investment Advisor Representative working at The Capital Chart Room, Ltd in Arlington, TX and has over 28 years of experience in the finance industry. Jeffrey Holler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Valmark Securities, Inc.||Beachwood, OH||Jan 2002 - Current||15|
|Tccr Holdings, Ltd||Fort Worth, TX||Jan 2002 - Current||15|
|Conn General Life Ins. Co||Dallas, TX||Sep 1988 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S65||NASAA Investment Advisors Law Examination||Aug 1994|
Total Assets Under Management262MILLIONS
Total Number of Accounts203ACCOUNTS
Average Account Value$1,289,965
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, OK, TX
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