Shane Holden, financial advisor Rancho Cordova CA

Shane Holden

CRD Number: 3080386
Current Firm: Primerica Advisors

Shane Holden (CRD# 3080386) is an Investment Advisor Representative working at Primerica Advisors in Rancho Cordova, CA and has over 25 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
State Of California Sacramento, CA Jul 2013 - Current 10
Pfs Investments Inc. Rancho Cordova, CA May 1998 - Current 25
Primerica Financial Services Rancho Cordova, CA Apr 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Shane L. Holden
Phone Number: 833-786-0550
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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