Holly
Breeden
Fort Vancouver Investment Management, LLC
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About this Advisor
Holly Breeden is a financial advisor based in Vancouver, Washington with a total of 9 years of industry experience. Breeden is an employee of Fort Vancouver Investment Management, LLC. They have spent the entirety of their employment at Fort Vancouver Investment Management, Llc. Breeden holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Oregon, Texas and Washington. Fort Vancouver Investment Management, LLC is an advisory company operating out of Vancouver, WA. It handles $149 million in assets under management among its 538 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 538 accounts, 25% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically depend on the type of services. However, fees billed by Fort Vancouver Investment Management, LLC most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fort Vancouver Investment Management, LLC Brokerage Details
$149,219,143
4
538
$277,359
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Holly Breeden Work History
Holly has been registered as a financial advisor for 9 years.*
Fort Vancouver Investment Management
*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 Holly Breeden 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 Fort Vancouver Investment Management, LLC
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
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