Earl Holtzman (CRD# 1309678) is an Investment Advisor Representative working at Sussex Financial Group, Inc. in Deerfield, IL and has over 22 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sussex Financial Group, Inc. | Deerfield, IL | Jul 1986 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2001 |
- IL
-
Total Assets Under Management54MILLIONS
-
Total Number of Accounts144ACCOUNTS
-
Average Account Value$374,293
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IL
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