Daniel James Holl
Investment adviser representative at Raymond James Financial Services Advisors, Inc
18 yearsExperience
2 statesRegistered in
ChFC®Designation
$390BFirm 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Holl Financial Services S.C.Jan 2021 to now
- Non-variable InsuranceApr 2010 to now
- Raymond James Financial Services Advisors, IncApr 2008 to now
- Raymond James Financial ServicesApr 2008 to now
- Cgh Advisory Group, LLCJan 2016 to Oct 2017
- Daniel J Holl Financial Planning S.C.Oct 2013 to Jan 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 2820973
- Firm CRD
- 149018