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Kenneth Sherman Holmes

First Advisors National, LLC

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About Kenneth Sherman Holmes

Kenneth Holmes is a financial advisor with over 14 years of experience. Kenneth holds both Series 63 and 65 licenses and is currently registered in Arizona. Kenneth Holmes has experience in the insurance, fixed annuity, trust, and real estate industries, and is a partner in Holmes Property Management, LLC, and owner of H&H Holdings LLC. Kenneth Holmes currently works with First Advisors National, LLC and Martinsen Wealth Management.

Firm Information

Kenneth Holmes is currently registered with First Advisors National, LLC. First Advisors National, LLC is an investment advisory firm based in Atlanta, GA, with 69 investment adviser representatives and approximately $448,270,954 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals, including retirement planning consultations.
First Advisors National, LLC

1372 PEACHTREE STREET NE

ATLANTA, GA 30309

$448.27M

Assets Under Management

22

Total Clients

66

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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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.

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retirement planning consultations

Retirement planning consultations

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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percentage of assets

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

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other

Solicitor/endorsement fees

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Kenneth Holmes’s Registration & Firm History

AZ

11/18/2021 - Present

First Advisors National, LLC (Tucson AZ)

AZ

07/28/2009 - 11/02/2021

FSC SECURITIES CORPORATION (TUCSON AZ)

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Licenses & Designations

IA

Issued 09/04/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/13/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Sherman Holmes.
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