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Rhonda Karen Holifield

Investment Adviser Representative at WAVERLY ADVISORS, LLC

St. Petersburg, FLCRD #4548912Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
2 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Rhonda Karen Holifield has worked in the securities industry since 2000. They have passed the Series 65 examination. They are registered to provide investment advisory services in Florida and Mississippi.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
FloridaMississippi
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/20/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Waverly Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WAVERLY ADVISORS, LLCCurrent
12/8/2023St. Petersburg, FL
HOLIFIELD FINANCIAL ADVISORY SERVICES/PROSPER FINANCIAL ADVISERS
10/7/20084/25/2024Saint Petersburg, FL
HOLIFIELD FINANCIAL ADVISORY SERVICES, INC
9/3/200810/3/2008Saint Petersburg, FL
FLORIDA FINANCIAL ADVISORS, INC.
1/3/20009/3/2008Tampa, FL

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rhonda Karen Holifield has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Rhonda Karen Holifield - Financial Advisor in St. Petersburg, FL | AdvisorFinder