Holly Lois Brown
Investment adviser representative at Ameriprise Financial Services, LLC
9 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
Are you Holly Lois Brown? 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
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Ameriprise Financial Services, LLCNov 2024 to now
- Equitable Advisors, LLCAug 2024 to Nov 2024
- Blue Ridge Medical CenterMar 2024 to Aug 2024
- UnemployedJun 2023 to Feb 2024
- Ymca of Central Virginia- Old Forest RdFeb 2023 to Mar 2023
- UnemployedMar 2020 to Jan 2023
- Liberty UniversityAug 2019 to May 2023
- Ymca of Greater Richmond- PowhatanMay 2019 to Feb 2020
- UnemployedSep 2018 to Apr 2019
- Mabel's RestaurantJun 2018 to Aug 2018
- Powhatan High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
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
- 7971983
- Firm CRD
- 6363