KELLY LISA HOLTMAN is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with B.O.S.S. RETIREMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| B.O.S.S. RETIREMENT ADVISORS, LLC | 2024-02-27 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2020-07-30 | 2024-02-21 | — |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2020-01-06 | 2020-07-30 | — |
| SOLTIS INVESTMENT ADVISORS, LLC | 2019-05-17 | 2020-01-09 | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 2018-03-30 | 2019-05-07 | — |