Holly Kane, financial advisor Berkeley CA
93 score

Holly Kane

CRD Number: 874084
Current Firm: Charles Schwab & Company, Inc.

Holly Kane (CRD# 874084) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Berkeley, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Berkeley, CA Jun 2012 - Current 4
Charles Schwab Bank Berkeley, CA Jun 2012 - Current 4
Quest Capital Strategies, Inc. Lake Forest, CA Apr 2010 - May 2012 2
Unemployed San Rafael, CA Dec 2008 - Mar 2010 1
Charles Schwab Bank. San Francisco, CA Feb 2005 - Nov 2008 3
Charles Schwab & Company, Inc. San Francisco, CA May 1975 - Nov 2008 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Holly Kane
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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