James Holley is a registered investment advisor at Morgan Stanley, based in Waco, TX, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
510 Austin Avenue, Suite. 314, Waco, TX, 76701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James co-owns two rental properties with family members, dedicating minimal time to these ventures. He is also a director, owner, and minority shareholder of Amerigo Inc., spending minimal time on this role annually.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations53 states
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