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David Holin

Independent Financial Partners

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About David Holin

David Holin is an Investment Advisor Representative at Independent Financial Partners. David is registered with the state of Pennsylvania and is currently active in the investment advisor industry. David has been a registered investment advisor for 6 years. David has a Series 65 license, which is a Uniform Investment Adviser Law Examination. David's primary office is located at 512 S. Bethlehem Pike in Fort Washington, Pennsylvania. David is a Registered Investment Advisor and may provide financial advice to individuals and families, businesses and institutions, and charitable organizations. David also works for Fuhrman Management Associates as a business owner. David's practice offers financial planning, pension consulting, and educational seminars.

Firm Information

David Holin is currently registered with Independent Financial Partners. Independent Financial Partners is a financial advisory firm headquartered in Tampa, Florida. They offer a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. The firm manages over $9.7 billion in assets for clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Independent Financial Partners

3030 NORTH ROCKY POINT DRIVE WEST

TAMPA, FL 33607

$9.76B

Assets Under Management

Not reported

Total Clients

264

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-discretionary investment advice

Non-discretionary investment advice

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under advisement

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David Holin’s Registration & Firm History

PA

08/20/2024 - Present

Independent Financial Partners (Fort Washington PA)

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Licenses & Designations

IA

Issued 11/02/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Holin.
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