About this Advisor
Holli Rankin is a financial advisor operating in Missoula, Montana, with a total of 22 years of experience as a financial advisor. Rankin currently works for Edward Jones. Throughout their career, they have worked at Davidson Trust Co and Edward Jones. Rankin maintains Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Montana and Texas. Edward Jones is a registered investment business that has its headquarters in Missoula, Montana. The firm has offices in 14,439 locations and a total of 25,919 employees. It oversees $423 billion in total assets across its 3,336,586 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 1,064 charitable organizations. Of its 3,336,586 accounts, just 10% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Edward Jones performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services usually vary depending on which services are provided. Fee types charged by Edward Jones most likely are comprised of asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Holli Rankin Work History
Holli has 22 years of experience.
Davidson Trust Co
Holli Rankin has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones