Geovanny
Vega-Zamora
Holder Wealth Management
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About this Advisor
Geovanny Vega-Zamora is a financial advisor based in Champaign, Illinois, working with Holder Wealth Management. Geovanny has previously held positions at Holder Wealth Management, Inc and Phebus & Koester, LLC. Geovanny has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Geovanny is part of Holder Wealth Management, which operates out of Champaign, Illinois. The firm has 3 employees and manages assets totaling $220.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Holder Wealth Management includes asset-based and hourly fees.
Certifications and Registrations
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Fee Structure
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Holder Wealth Management Brokerage Details
$220,790,000
3
283
$780,177
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Geovanny Vega-Zamora Work History
Holder Wealth Management, Inc
Phebus & Koester, LLC
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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