Unclaimed Profile

Holly Crowe Breeden

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC·VANCOUVER, Washington

Series 65Clean record12 years registeredFORT VANCOUVER INVESTMENT MANAGEMENT, LLC

1601 OFFICERS ROW, VANCOUVER, WA 98661CRD# 6365891Firm CRD# 157019

Profile Verification

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

Identity

Holly Crowe Breeden · VANCOUVER, WA

Registration

CRD #6365891 · FORT VANCOUVER INVESTMENT MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

Aug 2014 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 5, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

CRD 157019 · SEC 801-112403

AUM

$166M

Regulatory assets under management

Employees

516 client accounts

Services offered by FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FORT VANCOUVER INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Holly Crowe Breeden offer?

Holly Crowe Breeden specializes in Financial Planning, Investment Management. Contact their office in VANCOUVER, Washington for a consultation.

What are Holly Crowe Breeden's credentials?

Holly Crowe Breeden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Holly Crowe Breeden located?

Holly Crowe Breeden is based in VANCOUVER, Washington, working with FORT VANCOUVER INVESTMENT MANAGEMENT, LLC. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.

How does Holly Crowe Breeden charge for services?

Holly Crowe Breeden'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 FORT VANCOUVER INVESTMENT MANAGEMENT, LLC?

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC has approximately 4 employees and manages $166M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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