Charles Holder (CRD# 6399759) is an Investment Advisor Representative working at Holder Wealth Management in Champaign, IL and has over 10 years of experience in the finance industry.
CRD# 4204391
Northwestern Mutual Investment Services,llc
CRD# 2667464
Northwestern Mutual Investment Services,llc
CRD# 5638945
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Daniel E. Holder & Associates, Inc. | Champaign, IL | May 2011 - Current | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- IL
-
Total Assets Under Management221MILLIONS
-
Total Number of Accounts283ACCOUNTS
-
Average Account Value$780,177
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
FL, IL, TX
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