Lindsay HolmesCRD Number: 4489013
Current Firm: H.d. Vest Advisory Services, Inc.
Lindsay Holmes (CRD# 4489013) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Troutdale, OR and has over 15 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|H.d.vest Advisory Service||Troutdale, OR||Jun 2002 - Current||15|
|H .d .vest Investment Services||Fairview, OR||Dec 2001 - Current||15|
|Lindsay B Holmes Pc||Troutdale, OR||Jan 1999 - Current||18|
|Lindsay B Holmes Cpa||Fairview, OR||Jan 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2002|
|S63||Uniform Securities State Law Examination||Jan 2002|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV