Brandi Jill Holmes
Investment adviser representative at Advisory Services Network
6 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$10.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
6 years in the industry.
- Advisory Services Network, LLCNov 2016 to now
- Anchor Private PlanningJun 2015 to now
- Calton & Associates, Inc.Mar 2017 to Aug 2021
- Level Four Advisory ServicesJun 2015 to Nov 2016
- LPL FinancialJun 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Advisory Services Network
Legal name: Advisory Services Network, LLC
$10.6BAssets managed
12,919Clients
251Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4346567
- Firm CRD
- 146051