Katherine HolmesCRD Number: 6344957
Current Firm: First Command Advisory Services
Katherine Holmes (CRD# 6344957) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 3 years of experience in the finance industry.
Box Financial Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
Schulz Wealth, Ltd.
|First Command Advisory Services||Fort Worth, TX||Dec 2015 - Current||1|
|First Command Financial Planning, Inc.||Fort Worth, TX||Jan 2015 - Current||2|
|First Command Insurance Services, Inc.||Fort Worth, TX||Jan 2015 - Current||2|
|First Command Financial Planning, Inc.||Fort Worth, TX||Jun 2014 - Dec 2014||< 1|
|Force 3||Crofton, MD||Jun 2013 - Mar 2014||< 1|
|Novonail, LLC||Charlottesville, VA||Jun 2012 - Apr 2013||< 1|
|Novonail, LLC||Charlottesville, VA||Sep 2011 - May 2012||< 1|
|The College Of William & Mary||Williamsburg, VA||Aug 2007 - May 2012||4|
|Novonail, LLC||Charlottesville, VA||Jun 2011 - Aug 2011||< 1|
|Fdr Registrar Corp||Hampton, VA||Jun 2010 - Aug 2010||< 1|
|St. John's College High School||Washington D.c, DC||Jan 2004 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management9,608MILLIONS
Total Number of Accounts78,155ACCOUNTS
Average Account Value$122,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.