Meghan HolmesCRD Number: 5366393
Current Firm: Charles Schwab & Company, Inc.
Meghan Holmes (CRD# 5366393) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 10 years of experience in the finance industry.
Newman's Financial Planning
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
|Charles Schwab & Company, Inc.||Phoenix, AZ||Jan 2008 - Current||10|
|Minnesota Life Insurance Company||St Paul, MN||Jun 2007 - Dec 2007||< 1|
|North Star Consultants, Inc.||Phoenix, AZ||Jun 2007 - Dec 2007||< 1|
|Cri Securities, LLC||St Paul, MN||Jun 2007 - Dec 2007||< 1|
|Securian Financial Services, Inc.||St Paul, MN||Jun 2007 - Dec 2007||< 1|
|Unversity Of Arizona||Tucson, AZ||Aug 2003 - Jun 2007||3|
|Super Kmart||Tucson, AZ||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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