Sheila May Falls
Investment adviser representative at Holderness Investments Co
6 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$660.7MFirm 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.
- Holderness Investments Co.Nov 2017 to now
- Intercarolina Financial ServicesNov 2017 to Dec 2023
- Guardian Life Insurance Co of AmericaJul 2017 to Oct 2017
- Park Avenue Securities, LLCJul 2017 to Oct 2017
- Intercarolina Financial ServicesFeb 2017 to Jul 2017
- Holderness Investments CoJan 2017 to Jun 2017
- Kestra Financial Services, Inc.Apr 2016 to Jan 2017
- Shahbaz Southern & CompanySep 2011 to Jun 2017
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NC).
Holderness Investments Co
$660.7MAssets managed
339Clients
6Advisers
31 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
- 5995676
- Firm CRD
- 106530