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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Allison Grube is an Investment Advisor Representative with Cain, Watters & Associates, LLC. Holly is registered with the state of Texas, where her registration was approved on February 13, 2004 and with the state of Louisiana where her registration was approved on March 8, 2013. Holly has passed the Uniform Investment Adviser Law Examination (Series 65) and holds a total of one state exam. Holly has been with Cain, Watters & Associates, LLC since March 2003 and has specialized in the following: portfolio management for individuals, financial planning, selection of other advisers and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
02/13/2004 - Present
Cain, Watters & Associates, LLC (FRISCO TX)
IA
Issued 08/06/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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