Colin HolmesCRD Number: 6185449
Current Firm: Mml Investors Services, LLC
Colin Holmes (CRD# 6185449) is an Investment Advisor Representative working at Mml Investors Services, LLC in Indianapolis, IN and has over 3 years of experience in the finance industry.
I4 Advisors LLC
Treybourne Wealth Planners
Canterbury Investment Management, LLC
|Massmutual Life Insurance Company||Indianapolis, IN||Apr 2013 - Current||4|
|Mml Investors Services Inc.||Indianapolis, IN||Apr 2013 - Current||4|
|Butler University||Indianapolis, IN||Aug 2009 - Current||7|
|Butler University Recreation||Indianapolis, IN||Sep 2010 - May 2013||2|
|Edward Rose & Sons||Indianapolis, IN||Sep 2012 - Dec 2012||< 1|
|Corning Incorporated||Corning, NY||Jun 2012 - Aug 2012||< 1|
|Rotational Molding Technologies||New Paris, IN||Jun 2011 - Aug 2011||< 1|
|Fairfield Community Schools||Goshen, IN||Aug 1996 - Jun 2009||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2013|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
Total Assets Under Management666MILLIONS
Total Number of Accounts3,874ACCOUNTS
Average Account Value$171,955
- 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
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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