Christopher Todd Holder

Current Employers

Employment History

• 01/2001 → 08/2024
  Triad Advisors, Inc.
  Birmingham, AL
• 11/2006 → Present
  Southern Financial Group, Llc
  Birmingham, AL
• 08/2024 → Present
  Osaic Wealth, Inc.
  Birmingham, AL

Previous Registrations

• 2006-01-26 → 2007-04-25
  Money Management Services Inc
  Birmingham, AL

Other Businesses

1-SOUTHERN FINANCIAL GROUP LLC; INVESTMENT RELATED;700 Corporate Parkway,Birmingham,AL 35242; RIA; OWNER, PARTNER; 11/2006; FULL TIME; FULL TIME; COMPENSATION-FEE BASED ON AUM; FINANCIAL ADVISOR AND CFO. 2-TRIAD ADVISORS, INC., INVESTMENT RELATED; , REGISTERED REPRESENTATIVE OF TRIAD WHICH IS A BROKER/DEALER SINCE 2001. 3)DRAKE CONSULTING GROUP;NOT INVESTMENT RELATED;700 Corporate Parkway,Birmingham,AL 35242;TERM & WHOLE LIFE INSURANCE SALES;OWNER;1/1/2013;3 HRS/MONTH;0 HRS DURING TRADING;TERM & WHOLE LIFE INSURANCE SALES 4)Southern Financial Group LLC;700 Corporate Parkway,Birmingham,AL 35242;tax return preparation;owner/partner;3/2007;part-time during tax filing season;tax preparation/planning 5) SOUTHERN PROPERTIES GROUP, LLC;700 Corporate Parkway,Birmingham,AL 35242; not investment related; LLC owns an office building (Office Rental Building); Owner; 06/13/17; 2-4 hours per month; 0 hours daily; General Maintenance/ book keeping; 6) C. Todd Holder; 1425 Legacy Dr. Birmingham, AL 35242; not investment related; Rental Properties; Owner; 2007; 2 to 4 hours per month; 0 hours per trade day; General maintenance/accounting; 7)Drake Timberlands,LLC;not investment related;1425 Legacy Drive,Birmingham,AL 35242;timber land;owner;2007;5 hrs/month;0 hrs during trading;owner of approx. 3,000 acres of timberland, oversee management, annual burning, keep roads in good shape 8)TCG 800 Corporate LLC;not investment related;800 Corporate Parkway,Birmingham,AL 35242;office building purchase/rental;owner;11/3/2020;1 hr/month;0 hrs during trading;owner of the building 9)R&R Packaging,LLC;not investment related;1032 Inverness Cove Way,Birmingham,AL 35242;providing packaging solutions for manufacturing industries;passive investor;3/1/2021;1 hr/month;0 hrs during trading;passive investor 10)Just Keep Smiling;not investment related;999 Mount Olive Road,Gardendale,AL 35071;non-profit organization that provides financial aid for families with critically ill children;board of directors;2012;2 hrs/month;0 hrs during trading;help with planning activities through the board of directors 11)TCG 5508 Eastcliff,LLC;not investment related;800 Corporate Pkwy,Birmingham,AL 35242;llc formed to purchase and lease commercial retail/warehouse space;passive investor;11/29/2022;1 hr/month;0 hrs during trading;passive investor

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-01-26

Designations