Gregory
Holloway
Sundvold Financial
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About this Advisor
Gregory Holloway is a financial advisor working out of Columbia, Missouri with 18 years of relevant experience. Holloway works at Sundvold Financial. Their career trajectory has included roles at Mml Investors Services, Inc, Massachusetts Mutual Life Insurance Co, Legacy Financial Group and Sundvold Financial. Holloway maintains a Series 63 license, designating them as a securities broker, and is able to operate in Missouri. Sundvold Financial is an advisory company operating out of Columbia, MO. It oversees $163 million in assets under management across its 435 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically depend on which services are offered. Fee types charged by Sundvold Financial most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sundvold Financial Brokerage Details
$163,000,000
8
435
$374,713
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Gregory Holloway Work History
Gregory has been registered as a financial advisor for 18 years.*
Sundvold Financial
Mml Investors Services, Inc
Massachusetts Mutual Life Insurance Co
Legacy Financial Group
*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 Gregory Holloway 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 Sundvold Financial
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
Columbia, MO
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