Unclaimed Profile

Rodney Lee Holloway

COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.·BLOOMINGTON, Indiana

Clean recordCOMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.

674 S. COLLEGE AVENUE, BLOOMINGTON, IN 47403CRD# 2725803Firm CRD# 128257

Profile Verification

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

Identity

Rodney Lee Holloway · BLOOMINGTON, IN

Registration

CRD #2725803 · COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rodney Lee Holloway is a registered financial advisor based in BLOOMINGTON, Indiana, affiliated with COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.

AUM

$432M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2725803

Firm CRD# 128257

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rodney Lee Holloway offer?

Rodney Lee Holloway specializes in Investment Management, Wealth Management. Contact their office in BLOOMINGTON, Indiana for a consultation.

What are Rodney Lee Holloway's credentials?

Rodney Lee Holloway is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rodney Lee Holloway located?

Rodney Lee Holloway is based in BLOOMINGTON, Indiana, working with COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.

How does Rodney Lee Holloway charge for services?

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

How large is COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.?

COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC. has approximately 20 employees and manages $432M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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