Sheila Falls
Sheila Falls is a CFP, PFS-designated registered investment advisor at Holderness Investments CO, based in Greensboro, NC, with 14 years of industry experience. Sheila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 337 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Holderness Investments charges a percentage of your portfolio value each year. The specific fee is negotiated with each client, but it is generally subject to a maximum of 1%. The fee is calculated quarterly, based on the average daily value of your investments.
Location
2102 N. Elm Street, Suite C, Greensboro, NC, 27408
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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
Sheila provides accounting services, dedicating a few hours per week to this activity. She also works as an insurance agent for Holderness Asset Solutions, LLC, spending about 10% of her time offering insurance services.
Employment History
Current Registrations
Holderness Investments CO
Previous Registrations
Intercarolina Financial Services, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Intercarolina Financial Services, INC.Broker
Holderness Investments CO
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
State Registrations1 state
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.