Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
6 years
Location
Highlands, NC 28741
Edward Jones
Institution
Todd Holder is a financial advisor with Edward Jones in Highlands, NC, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and previously was associated with Dan Gilbert Insurance Agency and operated a personal advisory practice from 2013 to 2020. Outside of his advisory work, he has involvement with churches, retirement centers, and individual students. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is noted for its extensive advisor and branch network as well as its range of affiliated services beyond traditional advisory offerings.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Highlands, NC
149 Main Street
Highlands NC 28741
Advisors at this office
1
North Carolina
6 years of industry experience
Edward Jones
2020 - Present • 6 years
St Louis, MO
Dan Gilbert Insurance Agency
2017 - 2020 • 3 years
Fletcher, NC
Ingles
2017 - 2017 • 1 year
Hendersonville, NC
Todd Holder
2013 - 2020 • 7 years
Hendersonville, NC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Highlands, NC
Michael S. Carrier & Associates, Inc.
Michael Carrier is the sole advisor at Michael S. Carrier & Associates, Inc., an independent firm based in Highlands, NC. He holds a Series 65 designation and has 27 years of industry experience, having led his firm since 1997. Michael S. Carrier & Associates provides investment advice and portfolio management primarily to individuals, trusts, and small businesses. The firm tailors portfolios based on client profiles and conducts ongoing reviews, managing accounts on a discretionary basis without imposing a firm-wide minimum account size.
Series 63, Series 66
Highlands, NC
Covenant Investment Solutions LLC
Donald Mcclellan is a financial advisor with Covenant Investment Solutions LLC in Highlands, NC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Prior to founding Covenant Investment Solutions in 2018, he worked at Pruco Securities LLC for three years. He serves as a board member and president of the Highlands Historical Society and is a member of the Rotary Club of Highlands. Covenant Investment Solutions LLC provides discretionary and non-discretionary portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs tailored strategies based on clients’ objectives and risk tolerance, utilizing proprietary model portfolios and a combination of fundamental, technical, and cyclical analysis.
Series 63, Series 66
Clayton, GA
Attainment Asset Management LLC
Harold Vincent is a financial advisor with Attainment Asset Management LLC in Clayton, GA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Oppenheimer & Co. Inc. and Bb&T Investment Services, Inc. He is also a licensed insurance agent. Attainment Asset Management provides discretionary asset management and separate financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses fundamental and technical analysis to manage client portfolios according to their objectives and risk tolerance.
Series 63, Series 65
Franklin, NC
Freedom Capital Advisors Inc.
Dave Mccoy is a financial advisor with Freedom Capital Advisors Inc. and holds the Series 63 and Series 65 designations. He has 34 years of industry experience. In addition to his advisory role, he serves as COO of Steam Monsters Inc, an online gaming platform, where he focuses on growth and expansion. Freedom Capital Advisors provides investment advisory and financial planning services primarily to individual investors, joint accounts, IRAs, trusts, and corporate accounts. The firm follows a conservative, value-driven investment approach emphasizing income generation and risk-adjusted returns, utilizing a combination of fundamental, technical, and macroeconomic analysis.
Series 63, Series 65
Highlands, NC
Moran Tice Capital Management LLC
David Tice is a financial advisor with Moran Tice Capital Management LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He previously worked at Ranger Alternative Management, LP from 2020 to 2024 and has been involved with Tice Capital, LLC since 2011, where he serves as Chief Executive Officer providing consulting services on macro themes to investment firms and professionals. Moran Tice Capital Management LLC offers discretionary portfolio management primarily for accredited, high-net-worth, and institutional investors through private pooled investment vehicles and separately managed accounts. The firm focuses on long/short equity strategies with an emphasis on precious-metals equities and employs research-driven trading with full discretionary authority across its funds and accounts.
CFP®, Series 63, Series 65
Salem, SC
Family Wealth Partners, LLC
Thomas Dundorf is a CFP® with 36 years of experience in financial advising. He is currently with Family Wealth Partners, LLC and has held positions at Family Wealth Counselors of The Carolinas, LPL Financial, and Independent Advisor Alliance. Dundorf is also the sole member of FWP RE & FS, LLC, a real estate rental business. Family Wealth Partners is an SEC-registered advisory firm serving individuals, business entities, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, pension consulting, and estate plan coordination, utilizing a range of investment strategies including traditional and alternative assets tailored to clients’ financial goals and risk tolerances.
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