Holly Lobprise
Investment adviser representative at Adhesion Wealth Advisor Solutions
10 yearsExperience
1 stateRegistered in
CFADesignation
$11BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Adhesion Wealth Advisor SolutionsJan 2024 to now
- UnemployedSep 2022 to Dec 2023
- Cinnabar Investment ManagementNov 2019 to Sep 2022
- Aj WealthMay 2018 to Aug 2019
- JP Morgan Chase & Co.Jun 2016 to Apr 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
Adhesion Wealth Advisor Solutions
Legal name: Atria Investments, Inc.
$11BAssets managed
113Clients
7Advisers
19 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
- 7011045
- Firm CRD
- 143593