Robert HolmesCRD Number: 249056
Current Firm: Park Avenue Securities LLC
Robert Holmes (CRD# 249056) is an Investment Advisor Representative working at Park Avenue Securities LLC in Charlotte, NC and has over 35 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Guardian Life Ins||Charlotte, NC||Nov 2013 - Current||8|
|Park Avenue Securities||Charlotte, NC||Nov 2013 - Current||8|
|New England Securities||Charlotte, NC||Jun 2007 - Nov 2013||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1986|
Total Assets Under Management10,625MILLIONS
Total Number of Accounts54,606ACCOUNTS
Average Account Value$194,582
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
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, WY
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