Timothy Holloway
Timothy Holloway is a registered investment advisor at Osaic Wealth, INC., based in Alexandria, LA, with 22 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
5615 Jackson Street Ext., Building N, Alexandria, LA, 71303
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2012Other Business ActivitiesSells Insurance
Timothy owns Holloway Financial Services LLC, which is used for business expenses, and Timothy Holloway Investments, a sole proprietorship where he works as an insurance agent. He also dedicates time to Rotary International, the Food Bank of Central Louisiana, and the CENLA Community Action Committee.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Edward Jones
Edward JonesBroker
State Registrations18 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.