Ellen Holden
CRD Number: 1350587Current Firm: Ellen B. Holden Personal Financial Planning & Tax Services
Ellen Holden (CRD# 1350587) is an Investment Advisor Representative working at Ellen B. Holden Personal Financial Planning & Tax Services in Los Angeles, CA and has over 24 years of experience in the finance industry. Ellen 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# 1620034
Raymond James & Associates, Inc.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ellen B. Holden Pers.fin.plng&tax | Los Angeles, CA | Jun 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 1999 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Financial planning services
- Educational seminars/workshops
- Other
CA
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