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Kevin Patrick Holleron

Advisors Asset Management, Inc.

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About Kevin Patrick Holleron

Kevin Patrick Holleron is an investment advisor representative with Advisors Asset Management, Inc., licensed to provide investment advice in Delaware, District of Columbia, Maryland, Texas, and Virginia. Kevin Patrick Holleron has over 24 years of experience in the financial services industry and holds Series 6, 7, 26, 63, and 66 licenses. Kevin Patrick Holleron has previously worked at Hines Private Wealth Solutions LLC, ROYAL ALLIANCE ASSOCIATES, INC., and American Funds Distributors, Inc. Kevin Patrick Holleron provides portfolio management for individuals, businesses, and investment companies.

Firm Information

Kevin Holleron is currently registered with Advisors Asset Management, Inc.. Advisors Asset Management, Inc. is a corporation formed in 2008 and headquartered in Monument, Colorado. The firm provides investment advisory services to individuals, businesses, and pooled investment vehicles. They specialize in portfolio management and serve a wide range of clients including individuals, corporations, investment companies, pension plans, and other investment advisors. The firm is registered with the SEC and in all 50 states and the District of Columbia. Their website and social media presence provide access to their services and resources.
Advisors Asset Management, Inc.

18925 BASE CAMP ROAD

MONUMENT, CO 80132

$3.85B

Assets Under Management

Not reported

Total Clients

185

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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supervisor/evaluator to unit investment trusts

Supervisor/evaluator to unit investment trusts

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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Kevin Holleron’s Registration & Firm History

VA

02/12/2025 - Present

Advisors Asset Management, Inc. (Leesburg VA)

TX

10/09/2020 - 08/19/2024

HINES PRIVATE WEALTH SOLUTIONS LLC (HOUSTON TX)

TX

08/25/2020 - 09/15/2020

ROYAL ALLIANCE ASSOCIATES, INC. (SAN ANTONIO TX)

TX

08/31/2018 - 07/18/2019

AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)

PA

12/03/2012 - 12/19/2016

FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)

FL

01/06/2011 - 12/03/2012

EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)

NJ

02/16/2010 - 12/09/2010

SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

TX

08/06/2002 - 02/17/2009

VAN KAMPEN FUNDS INC. (HOUSTON TX)

TX

03/08/1995 - 08/09/2002

A I M DISTRIBUTORS, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 07/16/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/20/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2002

Series 7 - General Securities Representative Examination

BC

Issued 02/21/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Kevin Patrick Holleron. Review regulatory record here.
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