Millicent Maureen Holmes is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-09-25 | present | Yes |
| COMPREHENSIVE PARTNERS, LLC | 2013-09-20 | 2019-06-19 | — |
| BRAZOS SECURITIES, INC. | 2013-05-30 | 2013-08-01 | — |
| OXFORD FINANCIAL GROUP, LTD. LLC | 2011-01-20 | 2011-08-23 | — |
| CROWE WEALTH MANAGEMENT, LLC | 2009-01-20 | 2011-01-19 | — |
| BROWNSON, REHMUS & FOXWORTH, INC. | 2008-01-25 | 2008-04-15 | — |