Johanna Holecy (CRD# 6906992) is an Investment Advisor Representative working at Lpl Financial LLC in Portsmouth, NH and has over 5 years of experience in the finance industry.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Portsmouth, NH | Jul 2021 - Current | 3 |
| First Anchor Wealth Management, LLC | Portsmouth, NH | Dec 2020 - Jul 2021 | < 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Portsmouth, NH | Jul 2018 - Jul 2021 | 3 |
| Waddell & Reed, Inc. | Portsmouth, NH | Jun 2018 - Jul 2021 | 3 |
| First Anchor Financial | Barrington, NH | Jan 2018 - Dec 2020 | 2 |
| International Language Academy | St. Petersburg, FL | Aug 2016 - Jan 2018 | 1 |
| Regions Bank | St Petersburg, FL | Oct 2012 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- NH
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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