Holly HollarCRD Number: 5365701
Current Firm: Strategic Advisers, Inc.
Holly Hollar (CRD# 5365701) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Franklin, TN and has over 9 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Fidelity Investments||Charlotte, NC||Jun 2007 - Current||9|
|Blueair, Inc.||Chicago, IL||May 2004 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV