Hollingsworth, Lee W

Overview

Hollingsworth, Lee W. operates as a corporation with a focus on providing financial planning services and portfolio management for individuals and small businesses. This firm is engaged in broker-dealer activities and also functions as an insurance broker. While it does not classify itself as an active ESG investor, it has a diverse approach to investment management, primarily targeting individual clients and small business accounts. The firm does not allocate capital as a capital allocator and is not a multi-state adviser.

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Public Holdings

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Location & Offices