MH
MH

Mariah Felis Holmes

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
1,217 clients
Average Client Portfolio
$419K average
Assets Under Management
$510.2M

Fee Structure

Financial Planning:Investment management only
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Location

310 W University Avenue, Georgetown, TX, 78626

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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.

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Other Business ActivitiesSells Insurance

Mariah is an insurance agent for Reap Insurance Group, LLC, selling fixed annuities and life insurance since April 2018. This takes about a quarter of her time.

Employment History
Current Registrations
Reap Financial Group, LLC
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Nylife Securities LLCBroker
January 2016 - February 2018 · 2 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.