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Ingrid Holder

Valley National Advisers Inc.

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About Ingrid Holder

Ingrid Holder is an investment advisor representative at Valley National Advisers Inc. Ingrid has over 13 years of experience in the financial services industry. Ingrid is registered with the state of Pennsylvania as an investment advisor representative and holds the Series 66, Series 7 and SIE licenses. Ingrid also serves as a Board Member for Kids Peace. Ingrid's areas of expertise include portfolio management for individuals and businesses, and financial planning.

Firm Information

Ingrid Holder is currently registered with Valley National Advisers Inc.. Valley National Advisers Inc. is a Pennsylvania-based registered investment adviser with approximately $1,301,950,845 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and other services. Valley National Advisers Inc. primarily serves high-net-worth individuals, corporations, and pension and profit-sharing plans.
Valley National Advisers Inc.

1655 VALLEY CENTER PARKWAY

BETHLEHEM, PA 18017

$1.30B

Assets Under Management

Not reported

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Ingrid Holder’s Registration & Firm History

PA

11/29/2023 - Present

Valley National Advisers Inc. (BETHLEHEM PA)

PA

10/15/2019 - 11/16/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALLENTOWN PA)

PA

12/01/2017 - 09/03/2019

PNC INVESTMENTS (BETHLEHEM PA)

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Licenses & Designations

BOTH

Issued 05/04/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ingrid Holder.
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