Christopher Holder (CRD# 2444532) is an Investment Advisor Representative working at Southern Financial Group, LLC in Birmingham, AL and has over 30 years of experience in the finance industry. Christopher Holder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Southern Financial Group, LLC | Birmingham, AL | Nov 2006 - Current | 17 |
| Triad Advisors, Inc. | Birmingham, AL | Jan 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
- AL
- LA
- TX
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Total Assets Under Management855MILLIONS
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Total Number of Accounts2,409ACCOUNTS
-
Average Account Value$354,851
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AL, FL, GA, LA, MS, NC, TN, TX
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