Ingrid Holder is a registered investment advisor, based in Bethlehem, PA, with 8 years of industry experience.
Location
1655 Valley Center Parkway, Suite 100, Bethlehem, PA, 18017
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ingrid is a board member for Kids Peace, a charitable organization, since July 2023. She spends minimal time volunteering at fundraisers and developing relationships with sponsors.
Employment History
Current Registrations
Valley National Advisers INC
November 2023 - Present · 2 yrs 5 mos
Valley National Investments, INC.Broker
November 2023 - Present · 2 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2019 - November 2023 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2019 - November 2023 · 4 yrs 1 mo
PNC Investments
December 2018 - September 2019 · 9 mos
PNC InvestmentsBroker
December 2017 - September 2019 · 1 yr 9 mos
State Registrations1 state
PA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.