John Holman, financial advisor Dallas TX

John Holman

CRD Number: 5592274
Current Firm: Holman Wealth Management

John Holman (CRD# 5592274) is an Investment Advisor Representative working at Holman Wealth Management in Dallas, TX and has over 15 years of experience in the finance industry. John Holman 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.

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Professional Designations
Company Name Location Dates Years
Holman Wealth Management Dallas, TX Apr 2018 - Current 5
Lpl Financial, LLC Dallas, TX Sep 2014 - Apr 2018 3
Td Ameritrade Dallas, TX Sep 2008 - Jul 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Mar 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John R. Holman
Phone Number: 214-213-3696
Registered State(s):
  • TX
Current Firm Details
Holman Wealth Management
Firm's CRD Number: 296591
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $167,360
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

TX

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