Christopher Todd Holder
Investment adviser representative at Southern Financial Group, LLC
25 yearsExperience
3 statesRegistered in
CFP® certification, PFSDesignations
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Southern Financial Group, LLCNov 2006 to now
- Triad Advisors, Inc.Jan 2001 to Aug 2024
Designations
- CFP® certification
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 3 states (AL, LA, TX).
Southern Financial Group, LLC
$1.1BAssets managed
1,146Clients
4Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2444532
- Firm CRD
- 142644