Joel Holden (CRD# 5642118) is an Investment Advisor Representative working at Sound Financial Strategies Group, LLC in Flowood, MS and has over 14 years of experience in the finance industry. Joel Holden 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# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Comprehensive Asset Management And Servicing, Inc. | Parsippany, NJ | Mar 2017 - Current | 7 |
Sound Financial Strategies Group, Inc. | Flowood, MS | Sep 2012 - Current | 11 |
National Planning Corporation | Santa Monica, CA | Apr 2009 - Mar 2017 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- MS
- TX
-
Total Assets Under Management184MILLIONS
-
Total Number of Accounts1,284ACCOUNTS
-
Average Account Value$143,685
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AL, AR, AZ, FL, GA, LA, MS, TN, TX
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