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Details

General Info

Katherine Holmes joined First Command Financial Services as a Financial Advisor in June 2014. She is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security. A graduate of The College of William and Mary with a Bachelor’s degree in Business, Katherine holds Series 7 and 66 securities licenses plus life and health insurance licenses in NC, HI, MD, VA, SC, TX, VT. Katherine is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves. In her free time, Katherine enjoys basketball, reading, and spending time with family. First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company's Mission of "Coaching those who serve in their pursuit of financial security."

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phone:

Main - 704-799-2661

Fax - 910-860-2233

Address:
16501 Northcross Dr Ste A3 Huntersville, NC 28078
Email:

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Categories
Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service
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