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 2 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
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