Mckayla Anne Holmes
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
12 years in the industry.
- ST. John Xxiii College PreparatoryNov 2025 to now
- Cetera Investment Advisers LLCMar 2025 to now
- Cetera Wealth Services, LLCJan 2025 to now
- UnemployedJan 2025 to Jan 2025
- Parsons Xtreme GolfNov 2021 to Jan 2025
- Channahon Park DistrictMay 2021 to Oct 2021
- Basecamp Pub and EateryAug 2020 to Oct 2021
- White Chocolate GrillJun 2020 to May 2021
- Channahon Park DistrictMay 2020 to Aug 2020
- National University of Ireland - GalwayJan 2020 to Apr 2020
- Tan XpressAug 2019 to Dec 2019
- White Chocolate GrillJun 2019 to Dec 2019
- Texas Road HouseJun 2017 to Jun 2019
- Texas RoadhouseMay 2016 to Jun 2017
- Minooka Community High SchoolJul 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 8032223
- Firm CRD
- 105644