Stephen Holt, financial advisor Annapolis MD
93 score

Stephen Holt

CRD Number: 5326234
Current Firm: Summit Financial Group Inc.

Stephen Holt (CRD# 5326234) is an Investment Advisor Representative working at Summit Financial Group Inc. in Annapolis, MD and has over 8 years of experience in the finance industry.

Similar Advisors
Nicholas Ibello, financial advisor Annapolis MD
Nicholas A. Ibello
CRD# 5820593
Commonwealth Financial Network
Score
106
Similar Advisors
Brian Kuhn, financial advisor Annapolis MD
Brian Kuhn
CRD# 4474832
Planning Solutions Group, LLC
Score
104
Similar Advisors
Shaun Eddy, financial advisor Annapolis MD
Shaun Eddy
CRD# 1983133
Oxford Planning Group, LLC
Score
103
Company Name Location Dates Years
Summit Brokerage Services Inc. Annapolis, MD Oct 2013 - Current 4
Summit Financial Group Inc. Annapolis, MD Oct 2013 - Current 4
Cambridge Investment Research, Inc. Fairfield, IA Nov 2012 - Current 5
Premier Planning Group Annapolis, MD Oct 2007 - Current 10
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2012 - Oct 2013 < 1
Lincoln Financial Securities Corporation Annapolis, MD Jul 2008 - Nov 2012 4
Jefferson Pilot Securities Annapolis, MD Mar 2008 - Jun 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2009
S65 NASAA Investment Advisors Law Examination Aug 2009
Contact Info for Stephen R. Holt
Phone Number: 561-338-2600
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    3,800
    MILLIONS
  • Total Number of Accounts
    27,685
    ACCOUNTS
  • Average Account Value
    $137,241
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Stephen Holt and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.