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Christopher Todd Holder

SOUTHERN FINANCIAL GROUP, LLC·BIRMINGHAM, Alabama
SIE, Series 6, Series 7, Series 63CFPPFSClean record20 years registeredSOUTHERN FINANCIAL GROUP, LLC
700 CORPORATE PARKWAY, BIRMINGHAM, AL 35242CRD# 2444532Firm CRD# 142644

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Todd Holder · BIRMINGHAM, AL
Registration
CRD #2444532 · SOUTHERN FINANCIAL GROUP, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

SOUTHERN FINANCIAL GROUP, LLC
Feb 2007 – present
MONEY MANAGEMENT SERVICES INC
Jan 2006 – Apr 2007
BIRMINGHAM, AL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
First registered · January 26, 2006
Years registered · 20
Professional designations · CFP, PFS
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOUTHERN FINANCIAL GROUP, LLC
CRD 142644 · SEC 801-67489
AUM
$855M
Regulatory assets under management
Employees
8
2,409 client accounts
Services offered by SOUTHERN FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SOUTHERN FINANCIAL GROUP, LLC →
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Frequently Asked Questions

What services does Christopher Todd Holder offer?
Christopher Todd Holder specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Christopher Todd Holder's credentials?
Christopher Todd Holder holds the following professional designations: CFP, PFS. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Christopher Todd Holder located?
Christopher Todd Holder is based in BIRMINGHAM, Alabama, working with SOUTHERN FINANCIAL GROUP, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Christopher Todd Holder charge for services?
Christopher Todd Holder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHERN FINANCIAL GROUP, LLC?
SOUTHERN FINANCIAL GROUP, LLC has approximately 8 employees and manages $855M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOUTHERN FINANCIAL GROUP, LLC

David Franklin Painter
BIRMINGHAM, AL
CFPPFS

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