John Holmes, financial advisor Cypress TX

John Holmes

CRD Number: 5348108
Current Firm: Fsc Securities Corporation

John Holmes (CRD# 5348108) is an Investment Advisor Representative working at Fsc Securities Corporation in Cypress, TX and has over 15 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Fsc Securities Corporation Cypress, TX Jul 2020 - Current 2
Wells Fargo Clearing Services, LLC Houston, TX May 2018 - Jun 2020 2
Capital One Sharebuilder, Inc. Houston, TX Jan 2015 - May 2018 3
Sharebuilder 401k Seattle, WA Jan 2015 - May 2018 3
Capital One Financial Advisors Melville, NY Jan 2014 - Jan 2015 1
Bbva Wealth Solutions Inc. Houston, TX Oct 2013 - Jan 2014 < 1
Bbva Securities Inc. Houston, TX May 2013 - Jan 2014 < 1
Compass Bank Houstn, TX Jul 2012 - Jan 2014 1
Bbva Compass Investment Solutions, Inc. Houston, TX Jul 2012 - May 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for John W. Holmes
Phone Number: 1-800-547-2382
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    12,886
    MILLIONS
  • Total Number of Accounts
    46,551
    ACCOUNTS
  • Average Account Value
    $276,812
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
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, WY

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