Holly Presley, financial advisor Blytheville AR
78 score

Holly Presley

CRD Number: 5341955
Current Firm: Edward Jones

Holly Presley (CRD# 5341955) is an Investment Advisor Representative working at Edward Jones in Blytheville, AR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2012 - Current 4
Edward Jones Blytheville, AR May 2011 - Aug 2012 1
Edward Jones Blytheville, AR Mar 2011 - May 2011 < 1
Edward Jones Neosho, MO Jun 2010 - Mar 2011 < 1
Edward Jones Pineville, MO Mar 2010 - Jun 2010 < 1
Edward Jones Paragould, AR Nov 2007 - Mar 2010 2
Edward Jones St Louis, MO May 2007 - Nov 2007 < 1
First Community Bank Bernie, MO Feb 2006 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Holly E. Presley
Phone Number: 314-515-2000
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, 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
78

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