Holley Hartley, financial advisor Houston TX
93 score

Holley Hartley

CRD Number: 5962747
Current Firm: The Ayco Company,l.p.

Holley Hartley (CRD# 5962747) is an Investment Advisor Representative working at The Ayco Company,l.p. in Houston, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
The Ayco Company, L.p./mercer Allied Dallas, TX Nov 2010 - Current 7
Unemployed Eden, TX May 2010 - Oct 2010 < 1
College Station Isd College Station, TX Oct 2009 - Mar 2010 < 1
Unemployed College Station, TX Jun 2009 - Sep 2009 < 1
Texas A&m University College Station, TX Jan 2008 - May 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Holley E. Hartley
Phone Number: 518-886-4000
Firm Website: http://www.ayco.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    29,530
    MILLIONS
  • Total Number of Accounts
    48,415
    ACCOUNTS
  • Average Account Value
    $609,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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