Kenneth
Holmes

First Advisors National, LLC

CRD#5652653
Investment Advisor
in Tucson, AZ

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About this Advisor

Kenneth Holmes is a financial advisor based in Tucson, Arizona, working with First Advisors National, LLC. Kenneth has previously held positions at Fsc Securities Corporation, Walter Holmes Clu Inc Dba Holmes Financial Services, and First Advisors National, LLC. Kenneth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Kenneth is part of First Advisors National, LLC, which operates out of Tucson, Arizona. The firm has 60 offices and 70 employees. The firm manages assets totaling $448.3 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at First Advisors National, LLC includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

Tucson, AZ

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First Advisors National, LLC Brokerage Details

Total Assets Under Management

$448,270,954

AZ Average: $3,570,121,308
Total Number of Employees

70

AZ Average: 58
Total Number of Accounts

4,892

AZ Average: 1,608
Average Account Size

$91,633

AZ Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Kenneth Holmes Work History

2021 - Present (3 years)

First Advisors National, LLC

2009 - Present (15 years)

Walter Holmes Clu Inc Dba Holmes Financial Services

2009 - 2021 (12 years)

Fsc Securities Corporation

Disclosures

Please visit the SEC profile of Kenneth Holmes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Advisors National, LLC

Elwood Chambers
Crossville, TN
Michael Schessler
Chicago, IL
William Goaslind
Phoenux, AZ
Brendan Houlihan
Palos Heights, IL
Joseph Maggiore
Virginia Beach, VA
George Nickels
Flowery Branch, GA
Peter Crabtree
Libertyville, IL
Jose Hernandez-Gomez
Long Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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