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Donald Alfred Holyfield

CRD# 853622·Registered 1978 - 2014
Previously Registered: Being a previously registered professional could mean that Donald is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Donald Alfred Holyfield was a registered financial advisor. Donald was a previously registered financial advisor and started their career in finance 1978 - 2014. Donald had worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 1 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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.

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.

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Years of Experience

48 years in the financial services industry

Current & Past Employments

SEQUOYAH PLANNING·CRD# 145654
RIA
Jasper, GA
July 12, 2011 - December 16, 2014
SEQUOYAH PLANNING·CRD# 145654
RIA
Woodstock, GA
January 8, 2008 - December 31, 2010
RESOURCE HORIZONS GROUP LLC·CRD# 104368
RIA
Ball Ground, GA
August 22, 2005 - December 31, 2007
RESOURCE HORIZONS GROUP LLC·CRD# 104368
BD
Ball Ground, GA
August 22, 2005 - July 19, 2012
PEACHTREE PLANNING CORPORATION·CRD# 112787
RIA
Woodstock, GA
May 2, 2003 - June 21, 2005
PARK AVENUE SECURITIES LLC·CRD# 46173
RIA
Woodstock, GA
January 21, 2003 - September 1, 2005
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
New York, NY
January 31, 2000 - September 1, 2005
NEW ENGLAND SECURITIES·CRD# 615
BD
New York, NY
September 22, 1989 - January 19, 2000
NEW ENGLAND SECURITIES·CRD# 615
BD
New York, NY
September 6, 1989 - September 19, 1989
THE ADVISORS GROUP, INC.·CRD# 14035
BD
Bethesda, MD
September 10, 1987 - September 6, 1989
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Des Moines, IA
June 23, 1982 - September 30, 1987
GREEN HILL FINANCIAL SERVICE CORPORATION·CRD# 4882
BD
August 20, 1980 - June 21, 1982
JOHN HANCOCK DISTRIBUTORS LLC·CRD# 5249
BD
June 23, 1978 - August 29, 1980

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Current Firm

SP
SEQUOYAH PLANNING

SEQUOYAH PLANNING | SEQUOYAH PLANNING LL, LLC | SEQUOYAH PLANNING II, LLC

CRD#: 145654

Contact Information

Main Address

35 North Main Street Suite A, Jasper, GA 30143

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2003About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1981About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Feb 1988About the Series 7 exam

Series 1 — Registered Representative Examination

Passed Jun 1978

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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