William Lawrence Holden

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2004 → 07/2022
  Stifel Nicolaus & Co Inc
  Nashville, TN
• 07/2022 → Present
  Lpl Financial Llc
  Franklin, TN
• 07/2022 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2004-10-26 → 2022-08-02
  Stifel, Nicolaus & Company, Incorporated
  Nashville, TN
  Nashville, TN
  Columbia, TN
• 2003-10-17 → 2004-11-01
  Powelljohnson
  Nashville, TN
• 2003-07-01 → 2003-10-14
  Wells Fargo Clearing Services, Llc
  Brentwood, TN
• 2001-02-09 → 2003-07-01
  Prudential Equity Group, Llc
  Brentwood, TN

Other Businesses

1) 7/2022- Franklin Wealth Solutions- DBA for LPL Business (entity for LPL business)- inv. related- Franklin , TN 2) 09/20/2022 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 07/28/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 09/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 09/20/2022 - Private Advisor Group - DBA: Franklin Wealth Solutions - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date -07/28/2022 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 09/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 12/07/2023 - No Business Name - Inv Related - Pleasant, TN - Real Estate Rental - Started: 10/27/2023 - 0 Hrs/Mo.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-03
• S63 Uniform Securities Agent State Law Examination
  1999-04-19