Aaron Holder, financial advisor San Antonio TX
96 score

Aaron Holder

CRD Number: 5502980
Current Firm: Gwn Securities Inc.

Aaron Holder (CRD# 5502980) is an Investment Advisor Representative working at Gwn Securities Inc. in San Antonio, TX and has over 10 years of experience in the finance industry. Aaron Holder 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.

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Professional Designations
Company Name Location Dates Years
Gwn Securities, Inc. Palm Beach Gardens, FL Mar 2016 - Current 2
Planmember Securities Corporation Carpinteria, CA Feb 2016 - Current 2
Legend Equities Corporation Palm Beach Gardens, FL Dec 2014 - Feb 2016 1
Legend Advisory Corporation Palm Beach Gardens, FL Dec 2014 - Feb 2016 1
Institutional Securities Corp San Antonio, TX May 2013 - Dec 2014 1
Team Financial Group San Antonio, TX Dec 2012 - Dec 2014 2
American College San Antonio, TX Aug 2011 - Dec 2012 1
Utsa San Antonio, TX Aug 2011 - Dec 2011 < 1
Usaa Financial Advisors, Inc. San Antonio, TX Feb 2010 - Aug 2011 1
Usaa Financial Planning Services San Antonio, TX Feb 2010 - Aug 2011 1
Compass Brokerage Inc. San Antonio, TX Mar 2008 - Feb 2010 1
Compass Bank San Antonio, TX Jan 2007 - Feb 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Aaron G. Holder
Phone Number: 561-472-2700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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