HS
HS

Holly Squicciarini

11 Years of Experience
Loves Park, IL
Broker

Holly Squicciarini is a registered investment advisor at Raymond James & Associates, INC., based in Loves Park, IL, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

4443 Marsh Hawk Drive, Loves Park, IL, 61111

Get directions

History

Regulatory History
Clean regulatory record

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 a board member and investment committee member for the Rockford Art Museum, dedicating a few hours per week. She also supports her spouse's business, The Motor Club LLC, offering opinions and dedicating minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2015 - Present · 10 yrs 11 mos
Raymond James & Associates, INC.Broker
February 2015 - Present · 11 yrs 3 mos
State Registrations34 states
ALARAZCACOCTFLGAHIIAIDILINMAMDMIMNMONCNJNVNYOHOKORPARISCTNTXUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Holly Squicciarini - Financial Advisor | TrueAdvisor