Richard
Holden
Northwest Financial Advisors LLC
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About this Advisor
Richard Holden is a financial advisor operating in Herndon, Virginia who has 7 years of relevant experience. Holden is on the advisory team at Northwest Financial Advisors LLC. The advisor has gained experience at Securities America, Inc, Securities America Advisors, Inc, Cuso Financial Services, Lp, Lpl Financial, LLC, Northwest Financial Advisors, LLC and Northwest Financial Group LLC. Holden has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in Virginia. Northwest Financial Advisors LLC is an advisory company based out of Herndon, VA. The company has offices in 10 locations and a total of 33 employees. It oversees $1 billion in assets between its 3,489 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 3,489 accounts, 15% belong to high-net-worth clients who have greater than $1 million in assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees vary depending on the financial services provided. However, fees billed by Northwest Financial Advisors LLC likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northwest Financial Advisors LLC Brokerage Details
$1,408,022,578
33
3,489
$403,560
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Richard Holden Work History
Richard has been registered as a financial advisor for 7 years.*
Lpl Financial, LLC
Northwest Financial Advisors, LLC
Northwest Financial Group LLC
Cuso Financial Services, Lp
Securities America, Inc
Securities America Advisors, Inc
*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 Richard Holden 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 Northwest Financial Advisors LLC
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
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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