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Derek Edwin Holdredge

Black Diamond Financial, LLC

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About Derek Edwin Holdredge

Derek Edwin Holdredge is an Investment Advisor Representative with Black Diamond Financial, LLC. Derek is registered in Oregon as an Investment Advisor Representative. Derek has been in the securities industry since November 2008. Derek also has a CPA license. Prior to working at Black Diamond Financial, LLC, Derek worked at Callan Accounting CPAs and Advisors, LLC. Derek holds a Series 65, Series 66, and Series 7 license. Derek works with individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations.

Firm Information

Derek Holdredge is currently registered with Black Diamond Financial, LLC. Black Diamond Financial, LLC is an investment advisor based in Towson, MD. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They manage approximately $701.43 million in assets, primarily for high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth individuals.
Black Diamond Financial, LLC

305 WEST PENNSYLVANIA AVENUE

TOWSON, MD 21204

$701.43M

Assets Under Management

Not reported

Total Clients

12

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Derek Holdredge’s Registration & Firm History

MD

03/09/2022 - Present

Black Diamond Financial, LLC (TOWSON MD)

MO

11/21/2008 - 01/02/2009

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 01/17/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/05/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/20/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derek Edwin Holdredge.
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