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MH

Michele E. Holton

WEALTHFOLIO ADVISORS LLC
Sonoma, CA 95476
Some features on this profile are disabled
CRD#: 2162301
MH

Professional summary

Michele Elaine Holton, who also goes by Micneie Elaine Holton, Michele Holton Quinn, Michele H Qiunn, is a registered financial advisor currently at WEALTHFOLIO ADVISORS LLC located in Sonoma, California.

Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michele has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Micneie Elaine Holton | Michele Holton Quinn | Michele H Qiunn

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.
Michele Elaine Holton is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. WFA always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of WFA in connection with such individual's activities outside of WFA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Elaine Holton's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 14, 2019 - Present

WEALTHFOLIO ADVISORS LLC

Office #1: 645 First Street West Suite B, Sonoma, CA 95476
RIA
CRD#: 298857
Sonoma, CA
Past

April 3, 2015 - April 15, 2016

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
SAN FRANCISCO, CA
Past

January 21, 1999 - March 19, 2001

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

July 9, 1996 - December 24, 1998

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

November 8, 1995 - March 11, 1996

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
NEWPORT BEACH, CA
Past

August 8, 1991 - May 4, 1995

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/14/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/17/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/26/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/15/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/3/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/5/1991
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WA
WEALTHFOLIO ADVISORS LLC
WEALTHFOLIO ADVISORS LLC

CRD#: 298857 / SEC#:

California
Registered Investment Advisory firm - (1/14/2019 Approved)
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Contact information

Main Address
645 First Street West Suite B, Sonoma, CA 95476
Mailing Address
Phone number
(707) 721-6857
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts204
AUM (Assets Under Management)$ 37,319,570

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTHFOLIO ADVISORS LLC

CRD#: 298857Sonoma, CA 95476

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