Harold Holtman is a registered investment advisor, based in Garden Ridge, TX, with 19 years of industry experience.
Location
19269 FM 2252, Ste. 200, Garden Ridge, TX, 78266
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Harold is a senior accountant at Holtman & Co, LLC, an accounting firm, since 2004, spending about half of his time on tax preparation and bookkeeping. He is also the president and investment advisor at Holtman Financial Services, Inc., and sells outside insurance, dedicating about half of his time to this role.
Employment History
Current Registrations
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Commonwealth Financial NetworkBroker
State Registrations1 state
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