Daniel Holden
Daniel Holden is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in York, NE, with 12 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
700 N Lincoln Avenue, York, NE, 68467
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is involved in the rehab, renovation, and maintenance of a rental property that his wife is inheriting. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Nylife Securities LLCBroker
Kfg Wealth Management, LLC
Securities America, INC.Broker
State Registrations20 states
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