Richard Holden
Richard Holden is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newport News, VA, with 30 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
751 Thimble Shoals Blvd., Suite L, Newport News, VA, 23606
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2001Other Business Activities
Richard is a finance/investment committee member for a non-profit, dedicating minimal time to managing endowment monies since 1997. He is also the owner and president of Holden Global Financial Consulting, a support company, spending a few hours per week on this activity since 2013.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.