Denise Holder
Denise Holder is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Indianapolis, IN, with 33 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
10401 N. Meridian Street, Suite 122, Indianapolis, IN, 46290
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Denise uses Brent Candebat as an outside insurance consultant for clients, dedicating minimal time to this activity. She also owns Denise Halford Holder LLC (minimal time) and Legacy Wealth Partners LLC (about half her time), which is the business entity for their RJFS office. Finally, Denise is the president of Swaggerman Productions, Inc., a loan-out company for her son's acting income, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
David A. Noyes & Company
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 states
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