Holly Gray, financial advisor Springfield MO
96 score

Holly Gray

CRD Number: 4497354
Current Firm: Hya Advisors, Inc.

Holly Gray (CRD# 4497354) is an Investment Advisor Representative working at Hya Advisors, Inc. in Springfield, MO and has over 13 years of experience in the finance industry. Holly Gray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Heim, Young & Associates Springfield, MO Dec 2001 - Current 15
Hya Financial Corp Springfield, MO Dec 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Holly M. Gray
Phone Number: 417-882-7283
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    419
    MILLIONS
  • Total Number of Accounts
    2,198
    ACCOUNTS
  • Average Account Value
    $190,843
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
  • Pension consulting services
Types of Clients
Registered States

AR, LA, MO, OK

Ready to hire a financial advisor? Get competitive proposals from Holly Gray and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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