Harold Holtman (CRD# 5184844) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Garden Ridge, TX and has over 16 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pensionmark Financial Group, LLC | Santa Barbara, CA | Dec 2018 - Current | 5 |
| Pensionmark Securities, LLC | Santa Barbara, CA | Dec 2018 - Current | 5 |
| Minnesota Life | St. Paul, MN | Aug 2012 - Current | 11 |
| Planto Roe Financial Services | San Antonio, TX | Aug 2012 - Current | 11 |
| Holtman Financial Services, Inc. | New Braunfels, TX | Jun 2008 - Current | 15 |
| Holtman & Co LLC | New Braunfels, TX | Oct 2003 - Current | 20 |
| Securian Financial Services Inc. | St. Paul, MN | Aug 2012 - Dec 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- TX
-
Total Assets Under Management37,760MILLIONS
-
Total Number of Accounts11,973ACCOUNTS
-
Average Account Value$3,153,743
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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