Kimberly
Holley

Cary Street Partners

CRD#5093888
Investment Advisor
in Johnson City, TN

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About this Advisor

Kimberly Holley is a financial advisor working in Johnson City, Tennessee with a total of 12 years of relevant experience. Holley is currently employed by Cary Street Partners. They have spent their whole time as a financial advisor at Cary Street Partners. Holley has Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to work in North Carolina, Tennessee, Texas and Virginia. Cary Street Partners is a company that has its headquarters in Richmond, VA. The firm has offices in 14 locations and a total of 134 advisors. It oversees $6 billion in assets under management among its 11,387 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 50 charitable organizations. Of its 11,387 client accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually depend on the type of financial services. However, fees billed by Cary Street Partners likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2335 Knob Creek Road Suite 105
Johnson City, TN 37604

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Cary Street Partners Brokerage Details

Total Assets Under Management

$5,512,469,144

TN Average: $1,835,309,194
Total Number of Employees

134

TN Average: 32
Total Number of Accounts

11,387

TN Average: 1,458
Average Account Size

$484,102

TN Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kimberly Holley Work History

Kimberly has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Cary Street Partners LLC

*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 Kimberly Holley 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 Cary Street Partners

Mark Smith
Richmond, VA
James Hall
Roanoke, VA
John Mccoy
Arlington, VA
Paula Megan
Glen Allen, VA
Andrew Hall
Fredericksburg, VA
Kirby Delloiacono
Richmond, VA
Savannah Doerr
Fredericksburg, VA
Jill Fletcher
Charlottesville, VA

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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