Todd Donald Holder

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → Present
  Edward Jones
  St Louis, MO
• 08/2017 → 02/2020
  Dan Gilbert Insurance Agency
  Fletcher, NC
• 04/2017 → 08/2017
  Ingles
  Hendersonville, NC
• 03/2013 → 02/2020
  Todd Holder
  Hendersonville, NC

Other Businesses

Churches, retirement centers, individual students Type: Date: 04/09/21 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No Responsibilities City-State: Highlands NC ****

Exams

• S66 Uniform Combined State Law Examination
  2020-08-20

Other Names

• Todd Holder