Holly Salmon (CRD# 4349958) is an Investment Advisor Representative working at Davenport & Company LLC in Lynchburg, VA and has over 18 years of experience in the finance industry.
CRD# 3023893
Valley View Consulting LLC
CRD# 3157873
Brown Edwards Wealth Strategies
CRD# 4470593
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Davenport & Company LLC | Lynchburg, VA | Nov 2016 - Current | 7 |
| Morgan Stanley Smith Barney | Lynchburg, VA | Jun 2009 - Nov 2016 | 7 |
| Citigroup Global Markets Inc. | Lynchburg, VA | Feb 2006 - Nov 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- VA
-
Total Assets Under Management19,333MILLIONS
-
Total Number of Accounts20,878ACCOUNTS
-
Average Account Value$925,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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