Holly Bare
Holly Bare is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fresno, CA, 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
2152 E Copper Ave, Suite 105A, Fresno, CA, 93730
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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 Activities
Holly is an independent contractor for Stanton & Castleton, Inc. and a committee member for Sunnyside Country Club's Finance Committee, dedicating minimal time to each activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations9 states
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