Holly Coston, financial advisor Billings MT

Holly Coston

CRD Number: 6169103
Current Firm: Ameriprise Financial Services, LLC

Holly Coston (CRD# 6169103) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Billings, MT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Bangor, ME Sep 2020 - Current 1
Guardian Life Insurance Company Tallahassee, FL Sep 2018 - Sep 2020 2
Park Avenue Securities Tallahassee, FL Sep 2018 - Sep 2020 2
North Florida Financial Corp Tallahassee, FL Sep 2014 - Sep 2020 6
Unemployed Tallahassee, FL Aug 2014 - Sep 2014 < 1
Ameriprise Orono, ME Feb 2013 - Jul 2014 1
Unemployed Hampden, ME Dec 2012 - Feb 2013 < 1
American Eagle Outfitters Bangor, ME Oct 2012 - Nov 2012 < 1
Deighan Wealth Advisors Bangor, ME Aug 2012 - Nov 2012 < 1
Unemployed Hampden, ME May 2012 - Aug 2012 < 1
Allied Pt Farmington, ME May 2011 - May 2012 1
Kalikow Curriculum Materials Center Farmington, ME Oct 2009 - May 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Holly Coston
Phone Number: 612-671-3131
Registered State(s):
  • ME
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    374,305
    MILLIONS
  • Total Number of Accounts
    1,619,519
    ACCOUNTS
  • Average Account Value
    $231,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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