Reagan Holly (CRD# 7405975) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has 1 year of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Austin, TX | Feb 2021 - Current | 3 |
| Boise State University | Boise, ID | Aug 2016 - Dec 2020 | 4 |
| Order Picker Sports Warehouse | San Luis Obispo, CA | Apr 2020 - Aug 2020 | < 1 |
| Viota International Produce | San Luis Obispo, CA | Jan 2017 - Feb 2019 | 2 |
| Bank Of The Sierra | San Luis Obispo, CA | Apr 2017 - Jan 2019 | 1 |
| Blast 825 Taproom | San Luis Obispo, CA | Jun 2016 - Aug 2016 | < 1 |
| Mission College Preparatory Catholic High School | San Luis Obispo, CA | Jul 2011 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2023 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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