Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Holman is a financial advisor with LPL Financial LLC and has been in the industry for over 13 years. David holds Series 66, 7, and SIE licenses and is registered in Maryland and Texas. He provides a range of services, including financial planning, consulting, and portfolio management for individuals and businesses. David also has experience working with charitable organizations and pension plans. David's previous firm was Edward Jones, where he worked from 2010-2023.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
05/30/2023 - Present
LPL Financial LLC (NEW MARKET MD)
MD
09/27/2010 - 05/31/2023
EDWARD JONES (HAGERSTOWN MD)
BOTH
Issued 10/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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