Holli Taylor
Holli Taylor is a registered investment advisor at Cetera Investment Advisers LLC, based in Tulsa, OK, with 20 years of industry experience. Holli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5030 E 101st St Ste A, Tulsa, OK, 74137
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Regulatory History
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 ActivitiesSells Insurance
Holli works as a financial advisor selling and servicing securities products at Spirit Bank and is an independent insurance agent selling fixed insurance products. She also owns Market Wealth Management LLC DBA Taylor Basden & Associates and works as a notary, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Primevest Financial Services, INC.Broker
State Registrations15 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.