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Richard Thurston Holderness

HOLDERNESS INVESTMENTS CO·GREENSBORO, North Carolina
Clean record16 years registeredHOLDERNESS INVESTMENTS CO
2102 N. ELM STREET, GREENSBORO, NC 27408CRD# 2664120Firm CRD# 106530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Thurston Holderness · GREENSBORO, NC
Registration
CRD #2664120 · HOLDERNESS INVESTMENTS CO · 16 years registered
Brand Profile
Not yet started
01

Career History

HOLDERNESS INVESTMENTS CO
Oct 2009 – present
02

Registrations & Exams

Registration record
First registered · October 28, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HOLDERNESS INVESTMENTS CO
CRD 106530 · SEC 801-49875
AUM
$511M
Regulatory assets under management
Employees
6
679 client accounts
Services offered by HOLDERNESS INVESTMENTS CO
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HOLDERNESS INVESTMENTS CO →
Introduction

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Frequently Asked Questions

What services does Richard Thurston Holderness offer?
Richard Thurston Holderness specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENSBORO, North Carolina for a consultation.
What are Richard Thurston Holderness's credentials?
Richard Thurston Holderness is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Thurston Holderness located?
Richard Thurston Holderness is based in GREENSBORO, North Carolina, working with HOLDERNESS INVESTMENTS CO. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.
How does Richard Thurston Holderness charge for services?
Richard Thurston Holderness'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 HOLDERNESS INVESTMENTS CO?
HOLDERNESS INVESTMENTS CO has approximately 6 employees and manages $511M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HOLDERNESS INVESTMENTS CO

Kim Cummings Eder
GREENSBORO, NC

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Research
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