Sheila
Falls
Holderness Investments Co
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About this Advisor
Sheila Falls is a financial advisor based in Greensboro, North Carolina, working with Holderness Investments Co. Sheila has previously held positions at Kestra Financial Services, Inc, Holderness Investments Co, Shahbaz Southern & Company, Intercarolina Financial Services, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, and Nfp Securities, Inc. Sheila has passed the Series 63 regulatory exam and is registered to provide services in North Carolina. Currently, Sheila is part of Holderness Investments Co, which operates out of Greensboro, North Carolina. The firm has 3 offices and 6 employees. The firm manages assets totaling $510.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Holderness Investments Co includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Holderness Investments Co Brokerage Details
$510,825,426
6
679
$752,320
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Sheila Falls Work History
Intercarolina Financial Services
Holderness Investments Co
Holderness Investments Co
Intercarolina Financial Services
Guardian Life Insurance Co Of America
Park Avenue Securities, LLC
Kestra Financial Services, Inc
Shahbaz Southern & Company
Nfp Securities, Inc
Disclosures
Please visit the SEC profile of Sheila Falls 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 Holderness Investments Co
Charlotte, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
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