Richard Holden, financial advisor Herndon VA

Richard Holden

CRD Number: 1653850
Current Firm: Northwest Financial Advisors LLC

Richard Holden (CRD# 1653850) is an Investment Advisor Representative working at Northwest Financial Advisors LLC in Herndon, VA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Herndon, VA Sep 2016 - Current 7
Northwest Financial Advisors, LLC Herndon, VA Sep 2016 - Current 7
Northwest Financial Group LLC Herndon, VA Sep 2016 - Current 7
Cuso Financial Services, LP San Diego, CA May 2016 - Sep 2016 < 1
Securities America, Inc. Alexandria, VA Jun 2009 - May 2016 6
Securities America Advisors, Inc. Alexandria, VA Jun 2009 - May 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Feb 2005
Contact Info for Richard T. Holden
Phone Number: 703-810-1072
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,652
    MILLIONS
  • Total Number of Accounts
    3,658
    ACCOUNTS
  • Average Account Value
    $451,653
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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