Robert Joe Holdford

Current Employers

Employment History

• 05/2003 → 01/2017
  Lpl Financial Llc
  Little Rock, AR
• 02/2014 → Present
  Wealth Management, Inc
  Little Rock, AR
• 07/2012 → Present
  A Year And A Day
  Little Rock, AR
• 07/2012 → Present
  Self Employed
  Little Rock, AR
• 11/2009 → 05/2026
  Create A New Life Publishing, Llc
  Little Rock, AR
• 02/2014 → Present
  Cwm, Llc
  Little Rock, AR
• 01/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Lifeonomics
  Little Rock, AR
• 03/2023 → Present
  Lifeonomics Coaching
  Little Rock, AR

Previous Registrations

• 2003-05-30 → 2014-04-07
  Lpl Financial Llc
  Sherwood, AR
  Little Rock, AR
  Little Rock, AR
  Little Rock, AR
• 2002-02-14 → 2003-05-01
  Spc
  Little Rock, AR

Other Businesses

1 NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 01/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2017 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 3. NAME OF OTHER BUSINESS: WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2014 POSITION/TITLE/RELATIONSHIP: CEO / SENIOR WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OWNER / FINANCIAL ADVISOR 4. NAME OF OTHER BUSINESS: A YEAR AND A DAY INVESTMENT RELATED: NO ADDRESS: NATURE OF BUSINESS: MUSIC START DATE: 07/2012 POSITION/TITLE/RELATIONSHIP: MUSICAN APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: SINGER FOR A POP/ROCK COVER BAND; 5. NAME OF OTHER BUSINESS: LIFEONOMICS; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: PERSONAL DEVELOPMENT BOOK; START DATE: 3/2023; POSITION/TITLE/RELATIONSHIP: AUTHOR/OWNER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: WRITING A BOOK ABOUT PERSONAL DEVELOPMENT; 6. NAME OF OTHER BUSINESS: LIFEONOMICS COACHING; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIFE COACHING; START DATE: 3/2023; POSITION/TITLE/RELATIONSHIP: OWNER/LEAD LIFE COACH; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: CONTRIBUTE TO CONTENT DEVELOPMENT, LIFE COACHING: HEALTH & WELLNESS, BETTER RELATIONSHIPS, DISCOVERING PURPOSE, MEDITATION, ETC;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-01
• S63 Uniform Securities Agent State Law Examination
  1987-05-22

Other Names

• Rob Haldford