Ingrid Holder
Investment adviser representative at Valley National Advisers Inc
17 yearsExperience
1 stateRegistered in
$1.3BFirm assets
41 yearsFirm in business
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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
17 years in the industry.
- Valley National Advisers IncNov 2023 to now
- Valley National Investments, Inc.Nov 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Nov 2023
- PNC InvestmentsOct 2009 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
Valley National Advisers Inc
$1.3BAssets managed
1,391Clients
14Advisers
41 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
- 4696813
- Firm CRD
- 110788