Holly Myers, financial advisor Nashville TN
88 score

Holly Myers

CRD 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.

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Company Name Location Dates Years
Ubs Financial Services Inc. Nashville, TN Mar 2015 - Current 1
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
Contact Info for Holly N. Myers
Phone Number: 201-352-3000
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Holly Myers and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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