Holly Nicholas SignorelliCRD Number: 3086117
Current Firm: Cabana Asset Management
Holly Nicholas Signorelli (CRD# 3086117) is an Investment Advisor Representative working at Cabana Asset Management in Plano, TX and has over 19 years of experience in the finance industry.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|Cabana Asset Management||Fayetteville, AR||Mar 2017 - Current||1|
|Holly Nicholas, Cpa Pc||Addison, TX||Jan 1999 - Current||19|
|Ensemble Financial Corp||Dallas, TX||Feb 2016 - Mar 2017||1|
|Spc||Ann Arbor, MI||Mar 2014 - Feb 2016||1|
|Sigma Financial Corporation||Ann Arbor, MI||Mar 2014 - Feb 2016||1|
|Wfg Investments Inc.||Addison, TX||Aug 2013 - Mar 2014||< 1|
|Wfg Investments, Inc.||Addison, TX||Jan 2010 - Aug 2013||3|
|Stonehurst Securities||Addison, TX||Jun 2008 - Dec 2009||1|
|New York Life Insurance Company||Dallas, TX||Dec 2000 - May 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management301MILLIONS
Total Number of Accounts2,836ACCOUNTS
Average Account Value$106,201
- 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
AL, AR, AZ, CA, CO, DE, FL, GA, IL, KS, LA, MA, MD, ME, MI, MO, MS, NC, NH, NY, OK, OR, PA, SC, TN, TX, UT, WA
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