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Holly Parrish Donaldson

Holly Donaldson Financial Planning, LLC

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About Holly Parrish Donaldson

Holly Donaldson is an Investment Advisor Representative with Holly Donaldson Financial Planning, LLC. Holly Donaldson has been in the industry since 1998 and has a Series 7 license. She is a Certified Financial Planner and has experience working with individuals and high-net-worth individuals.

Firm Information

Holly Donaldson is currently registered with Holly Donaldson Financial Planning, LLC. Holly Donaldson Financial Planning, LLC is a financial planning firm serving individuals and high net worth individuals. They have been in business for over 10 years. The firm has 1 Investment Adviser Representative and offers financial planning services. They have 91 clients and do not have any assets under management reported.

Not reported

Assets Under Management

91

Total Clients

1

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.

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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Holly Donaldson’s Registration & Firm History

FL

03/23/2007 - Present

Holly Donaldson Financial Planning, LLC (SEMINOLE FL)

FL

05/19/2005 - 09/28/2006

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

MO

10/01/2000 - 05/13/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

01/14/1998 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 01/12/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Holly Parrish Donaldson.
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