Lawrence Paul Milford
Investment adviser representative at Holistic Finance LLC
15 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$14.2MFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Holistic Finance LLCJan 2026 to now
- Workplace OptionsApr 2025 to Nov 2025
- UnemployedNov 2023 to Mar 2025
- Ernst & Young LLPJan 2011 to Oct 2023
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Holistic Finance LLC
$14.2MAssets managed
265Clients
3Advisers
1 yearIn 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
- 4866862
- Firm CRD
- 335108