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 7 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Brokerage Services Inc. Annapolis, MD Oct 2013 - Current 3
Summit Financial Group Inc. Annapolis, MD Oct 2013 - Current 3
Cambridge Investment Research, Inc. Fairfield, IA Nov 2012 - Current 4
Premier Planning Group Annapolis, MD Oct 2007 - Current 9
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
Holt's Tire & Auto Center Carbondale, IL May 2007 - Oct 2007 < 1
Southernillinois Univeristy Carbondale Carbondale, IL Apr 2007 - Oct 2007 < 1
Carbondale Community High School Dist.#165 Carbondale, IL May 2003 - Oct 2007 4
Premier Planning Group Columbia, MD Jul 2007 - Aug 2007 < 1
Southern Illinois University Carbondale Carbondale, IL Aug 2003 - May 2007 3
Carbondale Jr. Sports Carbondale, IL Dec 2006 - Feb 2007 < 1
Carbondale Jr. Sports Carbondale, IL Dec 2006 - Feb 2007 < 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
    1,671
    MILLIONS
  • Total Number of Accounts
    8,086
    ACCOUNTS
  • Average Account Value
    $206,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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