Michael Holly (CRD# 1934326) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Perrysburg, OH and has over 35 years of experience in the finance industry.
CRD# 4704559
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1971551
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1485014
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Perrysburg, OH | Jul 2017 - Current | 6 |
| Holly Enterprises | Holland, OH | Nov 2004 - Current | 19 |
| Costa Rican LLC | Tamarindo, | Jul 2012 - Dec 2018 | 6 |
| Wunderlich Securities, Inc. | Memphis, TN | Jul 2016 - Jul 2017 | 1 |
| Wells Fargo Advisors Financial Network LLC | Holland, OH | May 2009 - Jul 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1989 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1992 |
- OH
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.