Steven Holley
Steven Holley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mobile, AL, 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
Firm Size
IM Fee
Assets Under Management
Location
955 Dauphin Street, Mobile, AL, 36604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is an independent contractor and financial advisor for Gulf Coast Group since 2021. He also owns Holley Financial Services, a support company, since 2011, dedicating minimal time to both activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
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