Unclaimed Profile

Denise H Holder

DAVID A. NOYES & COMPANY·CHICAGO, Illinois

SIE, Series 7, Series 9, Series 10, Series 24, Series 31, Series 63, Series 65CFPClean record27 years registeredDAVID A. NOYES & COMPANY

209 S. LASALLE STREET, CHICAGO, IL 60604-1203CRD# 2314602Firm CRD# 205

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Denise H Holder · CHICAGO, IL

Registration

CRD #2314602 · DAVID A. NOYES & COMPANY · 27 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Apr 2020 – present

RAYMOND JAMES FINANCIAL SERVICES, INC.

Apr 2020 – present

SANCTUARY ADVISORS, LLC

Aug 2015 – Apr 2020

CHICAGO, IL

DAVID A. NOYES & COMPANY

Apr 2008 – Aug 2015

INDIANAPOLIS, IN

WACHOVIA SECURITIES, LLC

Jan 2008 – Apr 2008

INDIANPOLIS, IN

A. G. EDWARDS & SONS, INC.

Dec 1998 – Jan 2008

INDIANPOLIS, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · December 30, 1998

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAVID A. NOYES & COMPANY

CRD 205 · SEC 801-67588

AUM

$501M

Regulatory assets under management

Employees

103

1,606 client accounts

Services offered by DAVID A. NOYES & COMPANY

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DAVID A. NOYES & COMPANY →

Introduction

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Frequently Asked Questions

What services does Denise H Holder offer?

Denise H Holder specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Denise H Holder's credentials?

Denise H Holder holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Denise H Holder located?

Denise H Holder is based in CHICAGO, Illinois, working with DAVID A. NOYES & COMPANY. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Denise H Holder charge for services?

Denise H 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 DAVID A. NOYES & COMPANY?

DAVID A. NOYES & COMPANY has approximately 103 employees and manages $501M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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