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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Holman Wealth Management 1 year, 10 months Apr 2018 - Present
Lpl Financial, LLC 3 years, 7 months Sep 2014 - Apr 2018
Td Ameritrade 5 years, 10 months Sep 2008 - Jul 2014

Designations & Memberships

  • Chartered Financial Analyst Institute
    Membership
    Chartered Financial Analyst Institute
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Analyst
    Designation
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Articles and Answers

Insights by John Holman

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Aug 3, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    1
  • as of date
    Aug 2, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Holman Wealth Management

Last updated on May 4, 2018
    • N/A
      Total Assets Under Management
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      Total Assets Under Advisement
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      Accounts
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      Estimated Average Account Balance

Fees

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