Laree Lynne Holloway
Professional Summary
Laree Lynne Holloway, who also goes by Laree L Holloway, Laree Lynne Holloway, Laree Holloway Montalvo, Laree Lynne Montalvo, was a registered financial advisor. Laree was a previously registered financial professional and started their career in finance 1991 - 2021. Laree had worked at 7 firms and has passed the Series 63, SIE, Series 99TO and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Laree L Holloway, Laree Lynne Holloway, Laree Holloway Montalvo, Laree Lynne Montalvo
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
35 years in the financial services industry
Current & Past Employments
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Current Firm
TIMBREL CAPITAL, LLC
Contact Information
Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345Mailing Address
2200 Century Parkway Suite 500, Atlanta, GA 30345Phone Number
(678) 954-4100Established
Georgia since 07/06/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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