Frank
Holloway

Solano Wealth Management, Inc

CRD#2362129
Investment Advisor
in Fairfield, CA

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About this Advisor

Frank Holloway is a financial advisor based in Fairfield, California, working with Solano Wealth Management, Inc. Frank has previously held positions at Lpl Financial LLC and Solano Wealth Management, Inc. Frank has passed the Series 63 regulatory exam and is registered to provide services in California and Texas. Currently, Frank is part of Solano Wealth Management, Inc, which operates out of Fairfield, California. The firm has 8 employees and manages assets totaling $322.3 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses. The fee structure at Solano Wealth Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1300 Oliver Road #210
Fairfield, CA 94534

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Solano Wealth Management, Inc Brokerage Details

Total Assets Under Management

$322,261,339

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

841

CA Average: 3,727
Average Account Size

$383,188

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Frank Holloway Work History

2013 - Present (12 years)

Solano Wealth Management, Inc

2002 - Present (23 years)

Lpl Financial LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Frank Holloway 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 Solano Wealth Management, Inc

Carlos Mendoza
Fairfield, CA
Francisco Guerra
Fairfield, CA
Frank Holloway
Fairfield, CA
Rufus Williams
Fairfield, CA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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