Larry Holder (CRD# 248394) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Boerne, TX and has over 30 years of experience in the finance industry.
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
CRD# 822926
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Financial Concepts, LLC | Boerne, TX | Oct 2014 - Current | 9 |
| Lpl Financial, LLC | Boerne, TX | Oct 2014 - Jun 2017 | 2 |
| The Financial Process Group | Austin, TX | Mar 1999 - Oct 2014 | 15 |
| Guardian Life Insurance Co Of America | Boerne, TX | Oct 2013 - Sep 2014 | < 1 |
| Park Avenue Securities LLC | Boerne, TX | Oct 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2001 |
- TX
-
Total Assets Under Management988MILLIONS
-
Total Number of Accounts4,631ACCOUNTS
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Average Account Value$213,249
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, CA, CO, FL, ID, LA, MN, MT, NM, NY, OK, TN, TX, UT, VA, WA, WI
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