Securities America Advisors, Inc
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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
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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.
Securities America Advisors
Securities America, Inc
Invest Financial Corp
Holly Hoting has no disclosures.
Please visit their SEC profile for more details.