Arild Holm is a CFA-designated registered investment advisor, based in Wellington, FL, with 4 years of industry experience.
Location
Wellington, FL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Arild is affiliated with CIRA as an IAR, and uses the trade name Vision Financial Group for financial services. He is also a W2 employee at Financial Integrators, spending nearly full-time on trading activities across these roles.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2023 - Present · 3 yrs 6 mos
Cambridge Investment Research Advisors, INC.
March 2022 - Present · 4 yrs 6 mos
Previous Registrations
Chatfield Dean & CO., INC.Broker
June 1991 - February 1992 · 8 mos
State Registrations2 states
FLIA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.