Holly
Hoting

Securities America Advisors, Inc

CRD#1037720
Investment Advisor
in Denver, CO
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About this Advisor

Holly Hoting is a certified financial planner based in Denver, Colorado. Currently a registered advisor with Securities America Advisors, Inc, Hoting has 15 years of work experience in the financial advisory industry. Hoting has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Hoting can serve clients based out of Colorado and Texas. During their career, Hoting has held roles at Securities America Advisors, Invest Financial Corp and Securities America, Inc. Securities America Advisors, Inc is based out of Denver, Colorado, and operates out of 1,238 additional locations in the United States. Overall, Securities America Advisors, Inc manages $22 billion in assets dispersed across 141,149 client accounts and employs more than 1,875 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. The firm manages 77,459 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 10% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Securities America Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

720 S Colorado Blvd Ste 1020N
Denver, CO 80246

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$22,171,774,973

CO Average: $1,978,216,465
Total Number of Employees

1,875

CO Average: 226
Total Number of Accounts

141,149

CO Average: 7,467
Average Account Size

$157,081

CO Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Holly Hoting Work History

Holly has 15 years of experience.

2017 - Present (2 years)

Securities America Advisors

2017 - Present (2 years)

Securities America, Inc

2003 - 2017 (14 years)

Invest Financial Corp

Disclosures

Holly Hoting has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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