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).
Total Assets Under Management8MILLION
Total Number of Accounts254ACCOUNTS
Average Account Value$31,289
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Karen Lenz (CRD# 4537662) is an Investment Advisor Representative working at David Holmes in Cross Plains, TX and has over 16 years of experience in the finance industry.