Unclaimed
John Hollie is an Investment Advisor Representative associated with Avion Wealth. John has been in the industry since 2015 and currently holds a Series 65 license. John is licensed and registered in Texas and has a specialization in financial planning. John specializes in providing financial and investment advice to individuals.
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.
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.
1
2
TX
07/31/2024 - Present
Avion Wealth (THE WOODLANDS TX)
IA
Issued 07/30/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure John Hollie is the right advisor for you? Invested Better is here to help.