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Ingrid Holder
Financial advisor at Valley National Advisers
Ingrid Holder is a fiduciary financial advisor in Bethlehem, Pennsylvania, with 8 years in the industry. Ingrid joined Valley National Advisers in 2023, after four years at Merrill and a year at PNC Wealth Management. Valley National Advisers offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 195 advisors with offices in Bethlehem, and one of 162 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$957,825
Advisors at the firm14
States licensed ?1 state
Services through Valley National Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowValley National Advisers Inc.Current firm
- 2019 – 2023MerrillPreviously
- Dec 2018 – Sep 2019PNC Wealth Management LLCPreviously
Contact Ingrid
(610) 868-9000Valley National Advisers main office 1655 Valley Center Parkway Suite 100Bethlehem, PA 18017Office · Get directions
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Questions to ask Ingrid
Tailored to Ingrid’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ingrid
How do I contact Ingrid?
Call Valley National Advisers at (610) 868-9000 and ask for Ingrid Holder. Ingrid works from the Bethlehem, PA office.
How long has Ingrid been a financial advisor?
Ingrid has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Ingrid hold?
Series 66. Tap any license on this page to see what it allows.
Is Ingrid a fiduciary?
Ingrid is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ingrid paid?
Valley National Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ingrid for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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