Mariah Holmes (CRD# 6492510) is an Investment Advisor Representative working at Reap Financial Group, LLC in Georgetown, TX and has over 7 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3168949
Next Financial Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Reap Financial Group, LLC | Austin, TX | Feb 2018 - Current | 6 |
Nylife Securities LLC | Austin, TX | Jul 2015 - Feb 2018 | 2 |
New York Life Insurance Co | Austin, TX | May 2015 - Feb 2018 | 2 |
Horizon Bank Texas | Austin, TX | May 2014 - Jul 2015 | 1 |
First National Bank Texas | Willis, TX | Jan 2014 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2016 |
S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- TX
-
Total Assets Under Management444MILLIONS
-
Total Number of Accounts3,246ACCOUNTS
-
Average Account Value$136,633
- 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
AL, FL, NC, OK, SC, TN, TX, WA
About Wealthminder
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 derived from SEC.gov data covering 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.
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.