Holly Lawrence, financial advisor Wilmington NC
93 score

Holly Lawrence

CRD Number: 5413913
Current Firm: Wells Fargo Advisors, LLC

Holly Lawrence (CRD# 5413913) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Wilmington, NC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Wilmington, NC Apr 2013 - Current 3
Capital Investment Group, Inc. Raleigh, NC Jul 2012 - Apr 2013 < 1
Irongate Partners Wilmington, NC Jun 2012 - Apr 2013 < 1
Wells Fargo Advisors LLC Greenville, NC Aug 2009 - Jun 2012 2
Whichard & Woolard Kill Devil Hills, NC Aug 2007 - Aug 2009 2
Homemaker Wilmington, NC Oct 1999 - Aug 2007 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2009
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Holly Lawrence
Phone Number: 314-875-3000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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