Drake Holley
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
13 years in the industry.
- Charles Schwab & Co., Inc.Oct 2025 to now
- TIAAJul 2017 to Oct 2025
- TIAA-CREF Individual & Institutional Services, LLCJul 2017 to Oct 2025
- Foresters FinancialJan 2017 to Mar 2017
- Colorado State University AdvancementNov 2016 to Feb 2017
- The KitchenJun 2014 to Jul 2017
- Colorado State UniversityAug 2013 to May 2017
- Csu Housing and Dinning ServicesAug 2013 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 6716753
- Firm CRD
- 5393