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Holly L. Davis

ALTA VIA FINANCIAL PLANNING
Seattle, WA
Some features on this profile are disabled
CRD#: 6566082
HD

Professional summary

Holly Lee Walker Davis, CFP®, who also goes by Holly Lee Walker, is a registered financial advisor currently at ALTA VIA FINANCIAL PLANNING located in Seattle, Washington.

Holly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Holly has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Holly Lee Walker

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Holly Lee Walker Davis'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®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

July 25, 2023 - Present

ALTA VIA FINANCIAL PLANNING

RIA
CRD#: 325321
Seattle, WA
Past

October 5, 2015 - January 5, 2023

ARRIVITY FINANCIAL PLANNING

RIA
CRD#: 167976
SEATTLE, WA

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
Texas
(7/10/2024)
IAR
Washington
(7/25/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/17/2015
Uniform Investment Adviser Law Examination

Current Firm

AV
ALTA VIA FINANCIAL PLANNING
ALTA VIA FINANCIAL PLANNING | ALTA VIA FINANCIAL PLANNING LLC

CRD#: 325321 / SEC#:

Texas
Registered Investment Advisory firm - (6/24/2024 Conditional Restricted)
Washington
Registered Investment Advisory firm - (7/25/2023 Approved)
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Contact information

Main Address
Seattle, WA
Mailing Address
4616 25th Ave Ne #307, Seattle, WA 98105
Phone number
(206) 880-1578
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

ALTA VIA FINANCIAL PLANNING

CRD#: 325321Seattle, WA

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