David Holzman
David Holzman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greenwood Village, CO, with 41 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
8400 E Prentice Ave, Suite 625, Greenwood Village, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as an associate/employee at Vail since 2020, dedicating about 10-20% of his time to this role. This activity is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Painewebber IncorporatedBroker
Shearson Lehman Hutton INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations5 states
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