Danny Lynn Holder
CFP®Professional Summary
Danny Lynn Holder, CFP® is a registered financial advisor currently at CAPITAL RETIREMENT PLANNING, LLC located in Georgetown, Texas and TLWM FINANCIAL located in Round Rock, Texas. Danny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Danny has worked at 6 firms and has passed the Series 65 and Series 1 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
46 years in the financial services industry
Current & Past Employments
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Current Firm
DOULOS WEALTH MANAGEMENT | TLWM, LLC | TLWM FINANCIAL | TEXAS LEGACY WEALTH MANAGEMENT | TDF PLATINUM WEALTH MANAGEMENT | RSB WEALTH STRATEGIES | PELLEGRINO AND ASSOCIATES FINANCIAL SERVICES, LLC | JORDAN FINANCIAL GROUP, INC. | FREE FINANCIAL GROUP
Contact Information
Main Address
40 Ne Loop 410 Suite 644, San Antonio, TX 78216Phone Number
+1 (877) 348-8822# of Employees
11SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,173AUM (Assets Under Management)
$605,405,861Similar Advisors
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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.
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Primary Firm SEC Registration
DOULOS WEALTH MANAGEMENT | TLWM, LLC | TLWM FINANCIAL | TEXAS LEGACY WEALTH MANAGEMENT | TDF PLATINUM WEALTH MANAGEMENT | RSB WEALTH STRATEGIES | PELLEGRINO AND ASSOCIATES FINANCIAL SERVICES, LLC | JORDAN FINANCIAL GROUP, INC. | FREE FINANCIAL GROUP
State Registrations and Notice Filings
(10/10/2007)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed May 1980Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Danny Lynn Holder's CRS (Customer Relationship Summary).
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