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Zions Wealth Advisors | LPL Financial

 

 

Bryce Holley

Vice President | Wealth Select
Branch/Office Location
488 N Main
Logan, UT 84321

Bryce Holley

Vice President | Wealth Select
About Bryce

Bryce Holley is a vice president and wealth advisor for Zions Wealth Advisors. He has 21 years of experience in financial services, 13 of which as a wealth advisor, and has been part of the Zions team for six years. He is passionate about helping his clients develop strategies aimed towards achieving their financial dreams through in-depth analysis and sound planning.

 

A lifelong economics student, he reads reports to stay abreast of global economic conditions and enjoys financial podcasts. Bryce practices a holistic planning approach with both new and existing clients. When appropriate, he works with many financial specialists, including portfolio managers, wealth planning specialists, CPAs, trust attorneys and insurance advisors.

 

He and his wife have five children. In his spare time, he enjoys coaching children sports, camping and riding his dirt bike.

Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. , a division of Zions Bancorporation, N.A. and Zions Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Zions Wealth Advisors are also employees of Zions Bancorporation. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Zions Bancorporation or Zions Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any
Other Government Agency
Not Bank
Guaranteed
Not Bank Deposits or
Obligations
May Lose
Value

Zions Bancorporation provides referrals to financial professionals of LPL pursuant to an agreement that allows LPL to pay Zions Bancorporation for these referrals. This creates an incentive for Zions Bancorporation to make these referrals, resulting in a conflict of interest. Zions Bancorporation is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial Registered Representative associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

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