Unclaimed Profile

Caroline Jennings Holloway

HOLLOWAY WEALTH MANAGEMENT, LLC·GAINESVILLE, Florida

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65, Series 66CFPClean record25 years registeredHOLLOWAY WEALTH MANAGEMENT, LLC

5225 SW 91ST TERRACE, GAINESVILLE, FL 32608CRD# 2416530Firm CRD# 138146

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Caroline Jennings Holloway · GAINESVILLE, FL

Registration

CRD #2416530 · HOLLOWAY WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

ARS WEALTH ADVISORS

May 2022 – present

HOLLOWAY WEALTH MANAGEMENT, LLC

Jan 2006 – May 2022

GAINSVILLE, FL

CAPITAL ANALYSTS, INCORPORATED

Dec 2005 – Feb 2006

GAINESVILLE, FL

VALMARK ADVISERS, INC.

Sep 2000 – May 2003

GAINESVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Series 66

Registration record

First registered · September 27, 2000

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HOLLOWAY WEALTH MANAGEMENT, LLC

CRD 138146 · SEC 801-65430

AUM

$375M

Regulatory assets under management

Employees

813 client accounts

Services offered by HOLLOWAY WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HOLLOWAY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Caroline Jennings Holloway offer?

Caroline Jennings Holloway specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GAINESVILLE, Florida for a consultation.

What are Caroline Jennings Holloway's credentials?

Caroline Jennings Holloway holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Caroline Jennings Holloway located?

Caroline Jennings Holloway is based in GAINESVILLE, Florida, working with HOLLOWAY WEALTH MANAGEMENT, LLC. Their office serves clients in the GAINESVILLE metropolitan area and surrounding communities.

How does Caroline Jennings Holloway charge for services?

Caroline Jennings Holloway's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HOLLOWAY WEALTH MANAGEMENT, LLC?

HOLLOWAY WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $375M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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