Cassie Holmes, financial advisor Oklahoma City OK

Cassie Holmes

CRD Number: 6186349
Current Firm: Raymond James & Associates, Inc.

Cassie Holmes (CRD# 6186349) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Oklahoma City, OK and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Oklahoma City, OK Feb 2020 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City, OK Mar 2017 - Feb 2020 2
Wells Fargo Clearing Services, LLC Oklahoma City, OK Nov 2016 - Mar 2017 < 1
Wells Fargo Advisors LLC Oklahoma City, OK Nov 2014 - Nov 2016 2
Morgan Stanley Oklahoma City, OK Mar 2013 - Nov 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Cassie Holmes
Phone Number: 727-567-1000
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
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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