Mckayla Holmes
Mckayla Holmes is a registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 1 years of industry experience. Mckayla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Houston, TX
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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
Mckayla is a financial advisor with IMG Financial Group, providing wealth planning, financial planning, and insurance sales. This takes about a quarter of her time, including time during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
State Registrations1 state
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