Beverly Montague Holley
Investment adviser representative at Farther
15 yearsExperience
1 stateRegistered in
$16BFirm assets
7 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
- Pension consulting
Experience
15 years in the industry.
- FartherAug 2025 to now
- UnemployedMay 2025 to Jul 2025
- Fidelity InvestmentsMar 2025 to May 2025
- Fidelity Personal and Workplace AdvisorsJul 2018 to May 2025
- Fidelity Brokerage Services LLCOct 2010 to May 2025
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (SC).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 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
- 5480783
- Firm CRD
- 302050