Nicole
Holloway
Natural Investments
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About this Advisor
Nicole Holloway is a certified financial planner based out of Oakland, California with 3 years of relevant experience. Holloway is currently employed by Natural Investments. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Carrie Productions, Inc, Bank Of America, N.A, Qualified Planning, Strategy Squad and Natural Investments. Holloway holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Natural Investments is a registered investment firm with a branch in Oakland, California. It has offices in 15 locations and a total of 22 employees. It has $2 billion in assets under management between its 1,215 accounts, making it one of the largest firms in the United States by assets under management. The firm serves 14 charities and foundations. Of its 1,215 customer accounts, 20% are associated with high-net-worth investors who have more than $1 million in assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules are based on which services the firm provides the client. However, fees charged by Natural Investments can include some combination of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Natural Investments Brokerage Details
$1,674,140,436
22
1,215
$1,377,893
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Nicole Holloway Work History
Nicole has been registered as a financial advisor for 3 years.*
Natural Investments
Strategy Squad
Qualified Planning
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Carrie Productions, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicole 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 Natural Investments
Windsor, CA
Greenville, SC
Windsor, CA
Windsor, CA
Windsor, CA
White Plains, NY
Louisville, KY
Hopewell Junction, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.
