Brandi
Holmes
Advisory Services Network
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About this Advisor
Brandi Holmes is a certified financial planner operating out of Atlanta, Georgia who has 7 years of relevant experience. Holmes is an advisor for Advisory Services Network. Throughout their career, they have worked at Fidelity Brokerage Services LLC, Lpl Financial, Level Four Advisory Services, Anchor Private Planning, Calton & Associates, Inc and Advisory Services Network, LLC. Holmes has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to operate in Louisiana and Texas. Advisory Services Network is a business based in Atlanta, GA. The firm has offices in 84 locations and a total of 212 people on staff. It oversees $6 billion in assets across its 22,847 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 21 charitable organizations. Of its 22,847 accounts, just 6% belong to high-net-worth clients who have more than $1 million in assets available to invest. Advisory Services Network provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely are based on the type of services provided. However, fees billed by Advisory Services Network most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisory Services Network Brokerage Details
$5,772,354,974
212
22,847
$252,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brandi Holmes Work History
Brandi has been registered as a financial advisor for 7 years.*
Advisory Services Network, LLC
Anchor Private Planning
Calton & Associates, Inc
Lpl Financial
Level Four Advisory Services
Fidelity Brokerage Services LLC
*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 Brandi Holmes 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 Advisory Services Network
Houston, TX
Atlanta, GA
Tampa, FL
Atlanta, GA
Atlanta, GA
Orlando, FL
Atlanta, GA
Portage, MI
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.
