Harrison
Holder
Sagespring Wealth Partners
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About this Advisor
Harrison Holder is a financial advisor operating in Franklin, Tennessee. Holder is an advisor for Sagespring Wealth Partners. During their career, the advisor has held roles at Raymond James Financial Services, Inc, University Of Tennessee, Knoxville, Unemployed (Awaiting Job Start, Cpa Exam Studying), Ernst & Young, Farragut High School, Unemployed (Awaiting Beginning Of College), Sircy-Hurd Wealth Team and Sagespring Wealth Partners. Holder maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Tennessee. Sagespring Wealth Partners is an advisory company operating out of Franklin, TN. The firm has offices in 13 locations and a total of 170 people on staff. It has $4 billion in assets between its 27,053 accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 27,053 customer accounts, just 8% are held by high-net-worth individuals who have more than $1 million in assets. Sagespring Wealth Partners provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually vary depending on which services are offered. However, fees charged by Sagespring Wealth Partners likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagespring Wealth Partners Brokerage Details
$4,277,447,071
170
27,053
$158,114
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Harrison Holder Work History
Harrison has been registered as a financial advisor for 0 years.*
Sircy-Hurd Wealth Team
Raymond James Financial Services, Inc
Sagespring Wealth Partners
Unemployed (Awaiting Job Start, Cpa Exam Studying)
Ernst & Young
University Of Tennessee, Knoxville
Unemployed (Awaiting Beginning Of College)
Farragut High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Harrison Holder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sagespring Wealth Partners
Franklin, TN
Franklin, TN
Birmingham, AL
Franklin, TN
Franklin, TN
Columbia, TN
Franklin, TN
Nashville, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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