David Lawrence Holzman

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

• 01/1999 → Present
  Raymond James Financial Services, Inc.
  Arvada, CO
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Arvada, CO
• 06/2016 → 07/2017
  P.A. Schopen & Associates
  Boulder, CO
• 12/2020 → Present
  Vail
  Vail, CO

Other Businesses

(1)Name of Business: WayFinders Financial Address: 539 Bighorn Cir, Silverthorne , CO, 80498, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: money management (2)Name of Business: WayFinders Financial Address: 539 Big Horn Cir, Silverthorne, CO, 80498, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/12/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: investment advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-02-27

Other Names

• David Holzmen