Holly Heath
Holly Heath is a registered investment advisor at First Command Advisory Services, based in Sun City, AZ, with 11 years of industry experience. Holly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.
Location
Sun City, AZ
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Regulatory History (1)
Regulatory
November 2016Other Business Activities
Holly owns rental real estate properties since 2009, which are managed by a third party. She devotes minimal time to this activity, which is not investment-related.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
First Command Brokerage Services, INC.
Previous Registrations
First Command Financial Planning, INC.
State Registrations2 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.