Scott Holley (CRD# 825581) is an Investment Advisor Representative working at Sbc Wealth Management in Indianapolis, IN and has over 20 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Benefit Consultants, Inc. (dba: Sbc Wealth Management) | Indianapolis, IN | Jan 1980 - Current | 44 |
| Lpl Financial, LLC | Indianapolis, IN | Nov 2000 - May 2018 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2004 |
- IN
- OH
-
Total Assets Under Management1,008MILLIONS
-
Total Number of Accounts3,047ACCOUNTS
-
Average Account Value$330,872
- 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
AZ, CA, CO, FL, GA, IL, IN, KY, MI, MO, NC, NE, NH, OH, PA, TN, TX, VA, WI
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