David Holmes

David Holmes (CRD# 114945) is a financial advisory firm headquartered in Cross Plains, TX. They manage $7,947,320 in 254 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $31,289
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at David Holmes
Showing 1 - 1 of 1 top financial advisors.
1
Karen K. Lenz
CRD#: 4537662
P.o. Box 117, #1 Miletus Way, Cross Plains, TX 76443
93
Wealthminder
score

Karen Lenz (CRD# 4537662) is an Investment Advisor Representative working at David Holmes in Cross Plains, TX and has over 15 years of experience in the finance industry.

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