Unclaimed Profile

Suzanne R. Holbert

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC·ASHEVILLE, North Carolina

Clean record24 years registeredDIXON HUGHES GOODMAN WEALTH ADVISORS LLC

500 RIDGEFIELD COURT, SUITE 100, ASHEVILLE, NC 28806CRD# 4527486Firm CRD# 109279

Profile Verification

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

Identity

Suzanne R. Holbert · ASHEVILLE, NC

Registration

CRD #4527486 · DIXON HUGHES GOODMAN WEALTH ADVISORS LLC · 24 years registered

Brand Profile

Not yet started

Career History

FORVIS MAZARS WEALTH ADVISORS, LLC

Jun 2022 – present

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Jan 2017 – Aug 2022

Hendersonville, NC

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Jul 2002 – Dec 2016

ASHEVILLE, NC

Registrations & Exams

Registration record

First registered · July 24, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

CRD 109279 · SEC 801-58035

AUM

$2.2B

Regulatory assets under management

Employees

5,168 client accounts

Services offered by DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing 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 DIXON HUGHES GOODMAN WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Suzanne R. Holbert offer?

Suzanne R. Holbert specializes in Financial Planning, Investment Management. Contact their office in ASHEVILLE, North Carolina for a consultation.

What are Suzanne R. Holbert's credentials?

Suzanne R. Holbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Suzanne R. Holbert located?

Suzanne R. Holbert is based in ASHEVILLE, North Carolina, working with DIXON HUGHES GOODMAN WEALTH ADVISORS LLC. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.

How does Suzanne R. Holbert charge for services?

Suzanne R. Holbert'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 DIXON HUGHES GOODMAN WEALTH ADVISORS LLC?

DIXON HUGHES GOODMAN WEALTH ADVISORS LLC has approximately 38 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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