James
Holly
Pensionmark Financial Group, LLC
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About this Advisor
James Holly is a financial advisor based in Laguna Niguel, California, working with Pensionmark Financial Group, LLC. James has previously held positions at Nationwide Investment Services Corporation, Pensionmark Securities, LLC, and Pensionmark Financial Group, LLC. James has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, James is part of Pensionmark Financial Group, LLC, which operates out of Laguna Niguel, California. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
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Pensionmark Financial Group, LLC Brokerage Details
$37,759,764,327
324
11,973
$3,153,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Holly Work History
Pensionmark Securities, LLC
Pensionmark Financial Group, LLC
Nationwide Investment Services Corporation
Disclosures
Please visit the SEC profile of James Holly 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 Pensionmark Financial Group, LLC
Pensacola, FL
Saint Petersburg, FL
Austin, TX
San Antonio, TX
Laguna Niguel, CA
Lehi, UT
Pittsford, NY
Bakersfield, 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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