Richard Mark Holmes
Investment adviser representative at Dimensional Fund Advisors LP
13 yearsExperience
1 stateRegistered in
$1TFirm assets
45 yearsFirm in business
Are you Richard Mark Holmes? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Dimensional Fund Advisors LPNov 2024 to now
- Forseside Fund Services, LLCJun 2021 to Aug 2024
- Kingsview Wealth Management, LLCMay 2021 to Aug 2024
- LPL FinancialJul 2013 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Dimensional Fund Advisors LP
$1TAssets managed
2,311Clients
255Advisers
45 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
- 6232704
- Firm CRD
- 106482