Eric Holmes (CRD# 1999104) is an Investment Advisor Representative working at Reliance Capital Holdings, LLC in Southfield, MI and has over 34 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Reliance Capital Holdings, Llc (154005) | Farmington Hills, MI | May 2010 - Current | 13 |
| American Portfolios | Farmington Hills, MI | Mar 2007 - Current | 17 |
| Chelsea Square | Farmington Hills, MI | Jan 2006 - Current | 18 |
| Excell Diabetic Supply | Southfield, MI | Apr 2002 - Current | 22 |
| J&j Capital | Farmington Hills, MI | Nov 1997 - Current | 26 |
| Eric Holmes & Associates | Farmington Hills, MI | Jun 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2002 |
- MI
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$140,000
- A percentage of assets under your management
- Hourly charges
- 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)
MI
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