Holden Paul Varvel

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2019 → 08/2025
  Total Wealth Planning, Llc
  Cincinnati, OH
• 06/2019 → 10/2019
  Penn Mutual Life Insurance Co
  Brentwood, TN
• 08/2017 → 10/2019
  Apokaradokia
  Etna, WY
• 05/2017 → 08/2017
  Revolve Llc
  Etna, WY
• 08/2016 → 05/2017
  Lee University
  Cleveland, OH
• 08/2014 → 05/2018
  Lee University
  Cleveland, TN
• 08/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Hendersonville, TN

Previous Registrations

• 2020-10-29 → 2025-07-28
  Total Wealth Planning, Llc
  Hendersonville, TN
  Cincinnati, OH

Other Businesses

(1) Name of Business: Vocare Wealth Advisors Address: Remote Location, Goodletsville, TN, 37072, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 11/13/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planner

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-17

Designations

• Certified Financial Planner