Paul Holm is a registered investment advisor, based in Victoria, TX, with 29 years of industry experience.
Location
120 S. Main, Suite 305, Victoria, TX, 77901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is the managing member of Holm Financial Services, LLC, working as a sole owner and advisor, and a partner at Paul B. Holm & Company, PLLC. He also serves as treasurer for Bauknight for Judge, dedicating minimal time to paying bills, making deposits, and filing reports.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations6 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.