Jeffrey
Holler
The Capital Chart Room, LTD
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About this Advisor
Jeffrey Holler is a financial advisor based in Fort Worth, Texas, working with The Capital Chart Room, LTD. Jeffrey has previously held positions at Valmark Securities, Inc and The Capital Chart Room, LTD. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Jeffrey is part of The Capital Chart Room, LTD, which operates out of Fort Worth, Texas. The firm has 7 employees and manages assets totaling $338.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at The Capital Chart Room, LTD includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Capital Chart Room, LTD Brokerage Details
$338,710,018
7
220
$1,539,591
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jeffrey Holler Work History
Valmark Securities, Inc
The Capital Chart Room, LTD
Disclosures
Please visit the SEC profile of Jeffrey Holler 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 The Capital Chart Room, LTD
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
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