Uri Holmes is a registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5450 Frantz Rd, Ste 200, Dublin, OH, 43016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Uri owns 100% of Eagle Wealth Advisors LLC, an investment-related business. He spends about 10-20% of his time on this, including one hour during trading hours.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Preferred Capital Management
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.