Holden Bobb

FRONT PORCH FINANCIAL ADVISORY

CHARLOTTE, NC 28203

CRD#: 8285265

Some features on this profile are disabled

Professional summary

Holden Bobb is a registered financial advisor currently at FRONT PORCH FINANCIAL ADVISORY located in Charlotte, North Carolina.

Holden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Holden has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Holden Bobb's CRS (Customer Relationship Summary).

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

June 15, 2026 - Present

FRONT PORCH FINANCIAL ADVISORY

Office #1: 211 East Blvd., Charlotte, NC 28203

RIA

CRD#: 311329

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FRONT PORCH FINANCIAL ADVISORY

FPF FA L.L.C. | FRONT PORCH FINANCIAL ADVISORY | FPF FA LLC

CRD#: 311329 / SEC#: 801-129454

RIA

Registered Investment Advisory firm - (2/5/2024 Approved)

North Carolina

Registered Investment Advisory firm - (2/8/2024 Terminated)

South Carolina

Registered Investment Advisory firm - (2/6/2024 Terminated)

Texas

Registered Investment Advisory firm - (2/6/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

North Carolina
(6/15/2026)

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 65

Date: 5/28/2026

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/23/2026

Securities Industry Essentials Examination

Current Firm

FRONT PORCH FINANCIAL ADVISORY

FPF FA L.L.C. | FRONT PORCH FINANCIAL ADVISORY | FPF FA LLC

CRD#: 311329 / SEC#: 801-129454

RIA

Registered Investment Advisory firm - (2/5/2024 Approved)

North Carolina

Registered Investment Advisory firm - (2/8/2024 Terminated)

South Carolina

Registered Investment Advisory firm - (2/6/2024 Terminated)

Texas

Registered Investment Advisory firm - (2/6/2024 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

211 East Blvd., Charlotte, NC 28203

Mailing Address

Phone number

(704) 803-5585

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- FPF FA L.L.C. DBA FRONT PORCH FINANCIAL ADVISORY (1/5/2026)

Regulatory assets under management

Total Number of Accounts	387
AUM (Assets Under Management)	$ 181,283,949

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Similar Advisors

David Thompson

SPARTA WEALTH PARTNERS

IAR

CHARLOTTE, NC

John Sanders

PORTUS WEALTH ADVISORS, LLC

IAR

CHARLOTTE, NC

Jessica Williams

VANGUARD ADVISERS, INC.

IAR

CHARLOTTE, NC

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Holden Bobb

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Holden Bobb's CRS (Customer Relationship Summary).

Certified licenses

Experience

FRONT PORCH FINANCIAL ADVISORY

Primary Firm SEC Registration

FRONT PORCH FINANCIAL ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 5/28/2026

SIE

Date: 1/23/2026

Current Firm

FRONT PORCH FINANCIAL ADVISORY

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FRONT PORCH FINANCIAL ADVISORY

TRUST BUT VERIFY

Similar Advisors