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Financial ADVSR advisor directory · SEC adviser records

Holmes Investment Management, Inc. financial advisors in Massachusetts

Every SEC-registered investment adviser representative at a Holmes Investment Management, Inc. office in Massachusetts, by city and A to Z.

The short answer

4 registered advisors work at Holmes Investment Management, Inc. in Massachusetts, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Brockton (3). 0 list the CFP designation and 0 are also registered broker representatives.

Holmes Investment Management, Inc. advisors by city in Massachusetts

Every firm in Massachusetts →

Brockton 3Wrentham 1

Holmes Investment Management, Inc. advisors in Massachusetts, A to Z

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Questions

How many Holmes Investment Management, Inc. financial advisors are in Massachusetts?

4 investment adviser representatives are registered at Holmes Investment Management, Inc. offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Massachusetts does Holmes Investment Management, Inc. have the most advisors?

Brockton, with 3, then Wrentham (1). Holmes Investment Management, Inc. has advisors in 2 cities in Massachusetts.

How do I check a Holmes Investment Management, Inc. advisor in Massachusetts?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Holmes Investment Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.