Holly MyersCRD Number: 6245452
Current Firm: Ubs Financial Services Inc.
Holly Myers (CRD# 6245452) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Nashville, TN and has over 2 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Ubs Financial Services Inc.||Nashville, TN||Mar 2015 - Current||2|
|Morgan Stanley||Nashville, TN||Dec 2014 - Jan 2015||< 1|
|T. Rowe Price||Colorado Springs, CO||Aug 2013 - Dec 2014||1|
|Ent Federal Credit Union||Colorado Springs, CO||Jul 2011 - Aug 2013||2|
|Dimension Consulting Services||Colorado Springs, CO||Sep 2009 - Jul 2011||1|
|Pais Project||Ghana,||Jul 2008 - Sep 2009||1|
|Old Navy||Colorado Springs, CO||Feb 2007 - Jul 2008||1|
|Rampart High School||Colorado Springs, CO||Sep 2004 - May 2008||3|
|Ponderosa Camp And Conference Center||Larkspur, CO||May 2005 - Feb 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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