Stephen HolmesCRD Number: 2443807
Current Firm: Protection Point Advisors
Stephen Holmes (CRD# 2443807) is an Investment Advisor Representative working at Protection Point Advisors in Roseville, CA and has over 29 years of experience in the finance industry.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Ewg Elevate Inc. D/b/a Eagle West Group||Roseville, CA||Oct 2018 - Current||4|
|Cambridge Investment Research Advisors, Inc. D/b/a Eaglewest Gro||Fairfield, IA||Oct 2010 - Current||12|
|Cambridge Investment Research, Inc.||Fairfield, IA||Oct 2010 - Dec 2017||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1994|
|S66||NASAA Uniform Combined State Law Examination||Feb 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management465MILLIONS
Total Number of Accounts1,378ACCOUNTS
Average Account Value$337,281
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL, MA, NY, OR, TX, UT, VA
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