Todd Holder (CRD# 7232686) is an Investment Advisor Representative working at Edward Jones in Highlands, NC and has over 3 years of experience in the finance industry.
CRD# 1856611
Edward Jones
CRD# 1327542
Fidelity Personal And Workplace Advisors
CRD# 2914405
Michael S. Carrier & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Mar 2020 - Current | 4 |
| Dan Gilbert Insurance Agency | Fletcher, NC | Aug 2017 - Feb 2020 | 2 |
| Todd Holder | Hendersonville, NC | Mar 2013 - Feb 2020 | 6 |
| Ingles | Hendersonville, NC | Apr 2017 - Aug 2017 | < 1 |
| Skip Sawyer State Farm Agency | Hendersonville, NC | Sep 2014 - Dec 2015 | 1 |
| The Biltmore Company | Asheville, NC | Apr 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- NC
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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