Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Todd Holder is a financial advisor with over 30 years of experience in the financial services industry. Christopher has a Series 6, 7, and 63 license and is also a Certified Financial Planner™ and Personal Financial Specialist. Christopher is currently registered with Southern Financial Group, LLC and also has previous registrations with TRIAD ADVISORS LLC and ALLMERICA INVESTMENTS, INC. Christopher has a broad range of experience in financial planning, investment management, and insurance. Christopher is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Consulting, tax preparation, estate settlement services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AL
02/09/2007 - Present
Southern Financial Group, LLC (BIRMINGHAM AL)
AL
01/02/2001 - 08/23/2024
TRIAD ADVISORS LLC (BIRMINGHAM AL)
MA
05/06/1994 - 01/17/2001
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IN
01/27/1994 - 05/16/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/27/1994 - 05/16/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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