Holly O Clarke
Investment adviser representative at Milestone Financial Associates, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$654.5MFirm assets
Are you Holly O Clarke? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Milestone Financial Associates, LLCAug 2025 to now
- Commonwealth Financial NetworkOct 2024 to Aug 2025
- Haas Financial GroupSep 2020 to Jul 2024
- Baker TillyOct 2019 to Jul 2020
- UnemployedJun 2019 to Sep 2019
- Moravian CollegeAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Milestone Financial Associates, LLC
$654.5MAssets managed
645Clients
8Advisers
1 yearIn 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
- 7291848
- Firm CRD
- 336684