Kelly HoltmanCRD Number: 5098214
Current Firm: Raymond James Financial Services Advisors, Inc.
Kelly Holtman (CRD# 5098214) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT and has over 15 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Raymond James Financial Services, Inc.||Salt Lake City, UT||Jul 2020 - Current||2|
|Wells Fargo Advisors||Salt Lake City, UT||Jan 2020 - Jul 2020||< 1|
|Soltis Investment Advisors LLC||St. George, UT||May 2019 - Dec 2019||< 1|
|Triad Advisors||Midvale, UT||Dec 2017 - May 2019||1|
|Lpl Financial LLC||Midvale, UT||Feb 2011 - Dec 2017||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
|S65||NASAA Investment Advisors Law Examination||Mar 2018|
Total Assets Under Management245,249MILLIONS
Total Number of Accounts932,793ACCOUNTS
Average Account Value$262,919
- 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)
- Educational seminars/workshops
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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