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Christian R Holzer

CCO Capital, LLC

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About Christian R Holzer

Christian Holzer is a financial advisor with CCO Capital, LLC, based in Phoenix, Arizona. Christian has been working in the financial services industry since 2018 and has a diverse background, having worked for several firms, including Brighthouse Securities, LLC, Financial Resources Group Investment Services, LLC, and LPL Financial LLC. Christian is licensed to sell securities in 24 states.

Firm Information

Christian Holzer is currently registered with CCO Capital, LLC. CCO Capital, LLC is a Limited Liability Company formed in February 2018. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Christian Holzer’s Registration & Firm History

AZ

05/31/2022 - Present

CCO Capital, LLC (PHOENIX AZ)

AZ

12/11/2019 - 05/04/2022

BRIGHTHOUSE SECURITIES, LLC (Phoenix AZ)

NY

07/11/2019 - 01/17/2020

FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (PORT JEFFERSON STATION NY)

NY

09/13/2018 - 11/12/2019

LPL FINANCIAL LLC (PORT JEFFERSON STATION NY)

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Licenses & Designations

BOTH

Issued 02/07/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christian R Holzer.
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