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Amy Nicole Hollon

Investment adviser representative at Cetera Investment Advisers LLC
15 yearsExperience
2 statesRegistered in
ChFC®Designation
$256.8BFirm 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
  • Pension consulting
  • Seminars and workshops

Experience

15 years in the industry.

  1. Cetera Investment Advisers LLCDec 2025 to now
  2. Cetera Advisors LLCNov 2024 to now
  3. Evans and Steele FinancialMay 2011 to now
  4. Osaic Wealth, Inc.Jan 2024 to Nov 2024
  5. Woodbury Financial Services IncOct 2018 to Jan 2024
  6. National Planning CorporationSep 2017 to Oct 2017

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019

State registrations

Registered as an investment adviser representative in 2 states (MO, TX).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
5950938
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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