John Holder is a registered investment advisor at Raymond James & Associates, INC., based in Raleigh, NC, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3515 Glenwood Avenue, Suite 200, Raleigh, NC, 27612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the treasurer for Brooks Avenue Church of Christ, spending about 10-20% of his time on duties such as payroll, deposits, and vendor payments, for which he receives a stipend. He is also a board member for Wake Monarch Academy, advising on admissions, finance, and community relations, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations5 states
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