Richard Holsan
Richard Holsan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Lauderdale, FL, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6550 N. Federal Highway, Suite 505, Fort Lauderdale, FL, 33308
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2018Customer Dispute
August 2009Customer Dispute
September 2002Other Business Activities
Richard is involved in several businesses, including Atlas Marine Construction LLC, Dock Experts Store, Expert Pile Drivers LLC, Leeward RPH LLC, The Dock Experts, and The Dock Experts Land Holding Co LLC. He also works as an associate/employee doing financial consulting for Leeward Financial Group, taking about half his time, and manages property for LFG TLH Properties, LLC.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Securities America, INC.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citicorp Investment ServicesBroker
Fis Securities, INC.Broker
Invest Financial CorporationBroker
Securities Service Network, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
Tai Securities CORP.Broker
Turcan Financial Group, INC.Broker
Ids Securities CORP.Broker
Ids Marketing CorporationBroker
Ids Financial Services INC.Broker
State Registrations25 states
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