Holly Manton is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 19 years of industry experience. Holly 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
3200 Olympus Blvd, Ste 100, Dallas, TX, 75019
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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.
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Holly is a board member of the Winding Creek Estates Homeowners Association since September 2024, dedicating minimal time to community issues and events. This activity is not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Financial Specialists LLC
Cetera Wealth Services, LLC
Cetera Investment Services LLC
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Wealth Services, LLCBroker
Cetera Investment Services LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
State Registrations1 state
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