Ellen B. Holden Personal Financial Planning & Tax Services

Ellen B. Holden Personal Financial Planning & Tax Services (CRD# 139089) is a financial advisory firm headquartered in Los Angeles, CA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ellen B. Holden Personal Financial Planning & Tax Services
Showing 1 - 1 of 1 top financial advisors.
1
Ellen B. Holden
CRD#: 1350587
10517 Rountree Road, Los Angeles, CA 90064
96
Wealthminder
score

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 17 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.

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