Grayson HollyCRD Number: 1237541
Current Firm: Raymond James & Associates, Inc.
Grayson Holly (CRD# 1237541) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Vero Beach, FL and has over 34 years of experience in the finance industry.
Lpl Financial LLC
Treasure Coast Financial Planning, Inc.
Nfp Advisor Services, LLC
|Raymond James & Associates, Inc.||Vero Beach, FL||Nov 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1984|
- Customer Dispute
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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)
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