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Charles Betts Holloway

Marietta Wealth Management, LLC

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About Charles Betts Holloway

Charles Betts Holloway is a financial advisor at Marietta Wealth Management, LLC. Charles has been working in the financial industry since 2007 and holds the Series 66, Series 7 and SIE licenses. Charles specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals. Charles has also worked as a financial advisor for ALPS DISTRIBUTORS, INC. and UBS FINANCIAL SERVICES INC. Charles is a Certified Financial Planner. Charles' current registration is in Georgia and Texas.

Firm Information

Charles Holloway is currently registered with Marietta Wealth Management, LLC. Marietta Wealth Management, LLC is an investment advisory firm based in Marietta, GA. They provide financial planning, portfolio management for individuals, selection of other advisers, and pension consulting. Their firm manages over $1.14 billion in assets and has 1,298 accounts. They primarily serve high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, insurance companies, and charitable organizations.
Marietta Wealth Management, LLC

472 N. SESSIONS STREET

MARIETTA, GA 30060

$1.15B

Assets Under Management

4

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Holloway’s Registration & Firm History

GA

04/29/2019 - Present

Marietta Wealth Management, LLC (MARIETTA GA)

GA

10/13/2010 - 10/27/2015

ALPS DISTRIBUTORS, INC. (KENNESAW GA)

GA

04/27/2007 - 12/26/2008

UBS FINANCIAL SERVICES INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 05/19/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/27/2015

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Betts Holloway.
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