Barbara
Hollis

Archer Investment Corporation

CRD#2208181
Investment Advisor
in Carmel, IN

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About this Advisor

Barbara Hollis is a financial advisor operating out of Carmel, Indiana with 3 years of industry experience. Hollis is currently employed by Archer Investment Corporation. Throughout their career, Hollis has worked at Thrivent Investment Management Inc and Thrivent Financial For Lutherans. Hollis holds Series 63, Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Maryland and Virginia. Archer Investment Corporation is a financial advisory firm that has its headquarters in Carmel, IN. The firm has offices in 84 locations and a total of 87 people on staff. It oversees $603 million in total assets among its 3,815 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 3,815 accounts, just 3% are held by high-net-worth clients who have greater than $1 million in investable assets. Archer Investment Corporation has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules vary depending on which service is provided. However, fee types billed by Archer Investment Corporation typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

11711 N. College Ave Suite 200
Carmel, IN 46032

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Archer Investment Corporation Brokerage Details

Total Assets Under Management

$602,923,205

IN Average: $1,347,246,178
Total Number of Employees

87

IN Average: 46
Total Number of Accounts

3,815

IN Average: 1,775
Average Account Size

$158,040

IN Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Barbara Hollis Work History

Barbara has been registered as a financial advisor for 3 years.*

2013 - Present (11 years)

Thrivent Investment Management Inc

2013 - Present (11 years)

Thrivent Financial For Lutherans

2013 - 2013 (< 1 year)

Thrivent Financial For Lutherans

*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 Barbara Hollis 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 Archer Investment Corporation

Sanjay Asija
Barrington, IL
Barbara Hollis
Carmel, IN
Jonathan Loc
Rosemead, CA
James Ogan
Carmel, IN
Gabriel Cena
Woodland Hills, CA
Mason Heyde
Carmel, IN
Neil Rago
Valparaiso, IN
Michael Tannenbaum
Altamonte Springs, FL

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.

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