Guy Holman, financial advisor Tucson AZ

Guy Holman

CRD Number: 4601026
Current Firm: Tci Wealth Advisors, Inc.

Guy Holman (CRD# 4601026) is an Investment Advisor Representative working at Tci Wealth Advisors, Inc. in Tucson, AZ and has 1 year of experience in the finance industry. Guy Holman 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.

Similar Advisors
Nicholas Abdy, financial advisor Tucson AZ
Nicholas G. Abdy
CRD# 4701550
Ubs Financial Services Inc.
Similar Advisors
David Ahmad, financial advisor Tucson AZ
David W. Ahmad
CRD# 3272252
Edward Jones
Similar Advisors
Jennifer Akins, financial advisor Tucson AZ
Jennifer L. Akins
CRD# 4840087
Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
Tci Wealth Advisors, Inc. Denver, CO Oct 2010 - Current 13

Guy Holman has no recent exams reported.
Contact Info for Guy W. Holman
Phone Number: 520-733-1477
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    4,092
    MILLIONS
  • Total Number of Accounts
    10,252
    ACCOUNTS
  • Average Account Value
    $399,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, MA, MD, MI, MN, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from Guy Holman and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.