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Conner Holm

1 Year of Experience
Victoria, TX
1 DisclosureBroker

Conner Holm is a registered investment advisor, based in Victoria, TX, with 1 years of industry experience.

Location

120 S. Main St, Ste. 305, Victoria, TX, 77901

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History

Regulatory History (1)
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Regulatory
May 2019
Final
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
July 2025 - September 2025 · 2 mos
Avantax Investment Services, INC.Broker
October 2024 - September 2025 · 11 mos
State Registrations1 state
TX
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.