Unclaimed Profile

Charles Betts Holloway

MARIETTA WEALTH MANAGEMENT, LLC·MARIETTA, Georgia

SIE, Series 7, Series 66CFPClean record19 years registeredMARIETTA WEALTH MANAGEMENT, LLC

472 N. SESSIONS STREET, MARIETTA, GA 30060CRD# 5300110Firm CRD# 281782

Profile Verification

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

Identity

Charles Betts Holloway · MARIETTA, GA

Registration

CRD #5300110 · MARIETTA WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

MARIETTA WEALTH MANAGEMENT, LLC

Oct 2015 – present

HENSSLER FINANCIAL

Oct 2010 – Oct 2015

KENNESAW, GA

UBS FINANCIAL SERVICES INC.

May 2007 – Dec 2008

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 21, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARIETTA WEALTH MANAGEMENT, LLC

CRD 281782 · SEC 801-106784

AUM

$1.1B

Regulatory assets under management

Employees

1,298 client accounts

Services offered by MARIETTA WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARIETTA WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Betts Holloway offer?

Charles Betts Holloway specializes in Financial Planning, Investment Management. Contact their office in MARIETTA, Georgia for a consultation.

What are Charles Betts Holloway's credentials?

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

Where is Charles Betts Holloway located?

Charles Betts Holloway is based in MARIETTA, Georgia, working with MARIETTA WEALTH MANAGEMENT, LLC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.

How does Charles Betts Holloway charge for services?

Charles Betts Holloway's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARIETTA WEALTH MANAGEMENT, LLC?

MARIETTA WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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