John R. Holman
Professional summary
John Robert Holman, CFP®, who also goes by Robert Holman, John Robert Holman Cfp, John Robert Holman Cfp Cfa, is a registered financial advisor currently at HOLMAN WEALTH MANAGEMENT located in Dallas, Texas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Holman's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
April 30, 2018 - Present
HOLMAN WEALTH MANAGEMENT
September 23, 2014 - April 16, 2018
LPL FINANCIAL LLC
September 19, 2014 - April 16, 2018
LPL FINANCIAL LLC
March 18, 2010 - July 28, 2014
TD AMERITRADE, INC.
March 18, 2010 - July 28, 2014
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
November 20, 2008 - July 28, 2014
TD AMERITRADE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/30/2018)
Exams
Current Firm
HOLMAN WEALTH MANAGEMENT
CRD#: 296591 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 23 |
| AUM (Assets Under Management) | $ 2,976,282 |
Red Flags
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