Funds Used With Clients
Firm Client types
|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 InstituteMembership
Certified Financial PlannerDesignationA 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 AnalystDesignationWidely 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
Licenses & Conducts
Holman Wealth Management
N/ATotal Assets Under Management
N/ATotal Assets Under Advisement
N/AEstimated Average Account Balance