Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryce? Claim Your ProfileBryce Derek Holley is a registered representative with LPL Financial LLC. Bryce has been in the financial industry since 2010 and has experience with Wells Fargo Advisors, LLC and KEY INVESTMENT SERVICES LLC. Bryce specializes in investments and financial planning and is registered in 51 states and 2 territories. Bryce works with individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses and investment clubs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
11/07/2016 - Present
LPL Financial LLC (LOGAN UT)
UT
10/20/2014 - 11/04/2016
KEY INVESTMENT SERVICES LLC (SOUTH JORDAN UT)
UT
11/18/2013 - 10/06/2014
CUNA BROKERAGE SERVICES, INC. (AMERICAN FORK UT)
UT
01/03/2011 - 11/08/2013
WELLS FARGO ADVISORS, LLC (LOGAN UT)
UT
03/08/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LOGAN UT)
BOTH
Issued 04/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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