Eric J. Holmes

RELIANCE CAPITAL HOLDINGS

Southfield, MI 48076

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CRD#: 1999104

Professional summary

Eric Jeffrey Holmes is a registered financial advisor currently at RELIANCE CAPITAL HOLDINGS, LLC located in Southfield, Michigan.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Eric has worked at 11 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)EXCELL DIABETIC SUPPLY, 24901 NORTHWESTERN HWY, STE 316C, SOUTHFIELD, MI 48075. NOT INV REL. MAIL ORDER OF DIABETIC SUPPLIES. CONTROLLER 4/2002 - PRE. 5 HR/MO NOT DUR TRDNG. OVERSEE BUS OPER. 2)J&J CAPITAL, SAME ADDRESS. NOT INV REL. REAL ESTATE MGMNT. OFFICER. 11/1997 - PRES. 5 HR/MO NOT DUR TRDNG. MANAGE MY OWN REAL ESTATE.*HOLMES AND ASSOCIATES-30445 NORTHWESTERN HWY, STE 108, FARMINGTON HILLS, MI 48334-INSURANCE SALES-OWNER/PRESIDENT-LIFE INSURANCE, DI, LTC-INVESTMENT-RELATED-06/1996 TO PRESENT-HRS PER MTH: 40 TRADING HRS: 0 3)CHELSEA SQUARE - 30445 NWESTERN HWY STE 108, FARMINGTON HILLS, MI 48334 - RENTAL PROPERTY - OWNER/LANDLORD - NOT INVESTMENT-RELATED - 01/19/06 TO PRESENT - HRS PER MTH: 5 TRADING HRS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Jeffrey Holmes's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 12, 2011 - Present

RELIANCE CAPITAL HOLDINGS, LLC

Office #1: 26211 Central Park Blvd Suite 601, Southfield, MI 48076

RIA

CRD#: 154005

Southfield, MI

Past

March 20, 2007 - December 16, 2011

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

March 2, 2007 - December 15, 2011

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

SOUTHFIELD, MI

Past

July 21, 2005 - December 31, 2005

UNITED SECURITIES ALLIANCE, INC.

RIA

CRD#: 36487

AUBURN HILLS, MI

Past

May 2, 2005 - February 28, 2007

UNITED SECURITIES ALLIANCE, INC.

CRD#: 36487

AUBURN HILLS, MI

Past

May 27, 2003 - May 6, 2005

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

December 20, 2001 - May 15, 2003

SII INVESTMENTS, INC.

CRD#: 2225

APPLETON, WI

Past

November 15, 2000 - December 21, 2001

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

February 28, 1996 - November 14, 2000

ARAGON FINANCIAL SERVICES, INC.

CRD#: 16023

IRVINE, CA

Past

April 4, 1995 - February 26, 1996

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

October 25, 1989 - March 30, 1995

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 25, 1989 - March 30, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(4/12/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/18/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/27/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/21/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/16/1997

General Securities Principal Examination

Current Firm

RELIANCE CAPITAL HOLDINGS, LLC

CRD#: 154005 / SEC#:

Michigan

Registered Investment Advisory firm - (4/4/2011 Approved)

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Contact information

Main Address

26211 Central Park Blvd Suite 601, Southfield, MI 48076

Mailing Address

Phone number

(248) 355-9011

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 4,900,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Eric J. Holmes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Jeffrey Holmes's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

UNITED SECURITIES ALLIANCE, INC.

UNITED SECURITIES ALLIANCE, INC.

EQUITY SERVICES, INC.

SII INVESTMENTS, INC.

LPL FINANCIAL LLC

ARAGON FINANCIAL SERVICES, INC.

ESSEX NATIONAL SECURITIES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/18/2002

Series 63

Date: 10/27/1989

Series 7

Date: 10/21/1989

Series 24

Date: 7/16/1997

Current Firm

RELIANCE CAPITAL HOLDINGS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RELIANCE CAPITAL HOLDINGS, LLC

TRUST BUT VERIFY

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