Bryan Keith Holoman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2012 → Present
  Lpl Financial, Llc
  Broadlands, VA

Previous Registrations

• 2011-02-18 → 2012-04-02
  Wfg Advisors, Lp
  Herndon, VA
• 2009-06-02 → 2011-02-24
  Equitable Advisors, Llc
  Falls Church, VA
  Ashburn, VA
• 2003-08-19 → 2009-06-01
  Valic Financial Advisors, Inc.
  Linthicum Heights, MD
  Centreville, VA
  Centreville, VA

Other Businesses

1. 3/28/2012: DBA ONLY - HOLOMAN FINANCIAL SERVICES - TIME SPENT 100% - BROADLANDS, VA. 2. 3/25/2014: TAX PREP/ACCOUNTING/BOOKKEEPING - BRYAN K. HOLOMAN - TAX PREPARATION FOR INDIVIDUALS. - TIME SPENT 5% - BROADLANDS, VA. 3. 12/12/2018 - No Business Name - Not Investment Related - Home Based - Other-Ride Share - Lyft Driver - Started 11/16/2018 - 40 Hours Per Month/0 Hours During Securities Trading - Sole Proprietor ride sharing business. Providing individuals rides for a charge. 4. 02/25/2019 - LTCI PARTNERS - Investment related - At reported business location(s) - Non-Variable Insurance - start date:02/18/2019 - 6 hrs/mo - 1 hr during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-08-18
• S63 Uniform Securities Agent State Law Examination
  1997-08-25