EH
EH

Eric Holloway

19 Years of Experience
Bloomfield, CO
Broker

Eric Holloway is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bloomfield, CO, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

11542 Colony Row, Bloomfield, CO, 80021

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Eric owns rental real estate properties and acts as POA/Personal Representative for his parents, paying bills and monitoring their finances. He is also the owner and president of Holloway Wealth Management Inc, his S-corp for banking, taxes, and administrative tasks related to his financial planning and investment business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2012 - Present · 13 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Raymond James & Associates, INC.
September 2009 - October 2012 · 3 yrs 1 mo
Raymond James & Associates, INC.Broker
September 2009 - October 2012 · 3 yrs 1 mo
Wells Fargo Advisors, LLCBroker
January 2008 - September 2009 · 1 yr 8 mos
Wells Fargo Advisors, LLC
January 2008 - September 2009 · 1 yr 8 mos
A. G. Edwards & Sons, INC.
November 2006 - January 2008 · 1 yr 2 mos
A. G. Edwards & Sons, INC.Broker
November 2006 - January 2008 · 1 yr 2 mos
State Registrations28 states
ALAZCACOFLIDILINKSLAMIMOMSMTNMNVNYOHORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.