Geovanny
Vega-Zamora
Holder Wealth Management
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About this Advisor
Geovanny Vega-Zamora is a financial advisor working out of Champaign, Illinois who has 1 year of industry experience. Vega-Zamora is an advisor for Holder Wealth Management. Over the course of their career, they have held roles at Holder Wealth Management, Inc and Phebus & Koester, LLC. Vega-Zamora maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Illinois. Holder Wealth Management is an advisory business operating out of Champaign, IL. It has $191 million in total assets among its 727 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 727 client accounts, 19% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm has a few services, including financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types billed by Holder Wealth Management most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Holder Wealth Management Brokerage Details
$190,672,000
3
727
$262,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Geovanny Vega-Zamora Work History
Geovanny has been registered as a financial advisor for 1 years.*
Holder Wealth Management, Inc
Phebus & Koester, 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 Geovanny Vega-Zamora 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 Holder Wealth Management
Champaign, IL
Champaign, IL
Champaign, IL
Champaign, IL
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