Holly Harrand Gallagher

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2002 → 11/2020
  Commonwealth Financial Network
  Waltham, MA
• 05/2002 → Present
  Horizon Financial
  Traverse City, MI
• 11/2020 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Fixed insurance sales, as of January, 2000, conducted at branch, investment-related. 2. Holly Harrand, Inc., president and sole owner of securities operating s-corporation, as of 02/01/2000, 100% of time spent during business hours, conducted at branch, investment related. 3. Owner, Gus And Clara's Paradise, LLC, an entity created for the purpose of buying and managing commercial real estate in Traverse City, MI; as of 11/18/2020; 1% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-09
• S63 Uniform Securities Agent State Law Examination
  1993-06-07

Designations

• Certified Financial Planner

Other Names

• Hols Harrand
• Holly Rachelle Harrand
• Holly Rachelle Harrand