Timothy Holt (CRD# 2057790) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Atascadero, CA and has over 33 years of experience in the finance industry.
CRD# 6342307
San Luis Wealth Advisors
CRD# 2680698
Ameriprise Financial Services, LLC
CRD# 4870401
Jeffery C. Welch And Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| P.c. Income Tax Services | Atascadero, CA | Nov 2010 - Current | 13 |
| Madison Avenue Securities, Inc. | Atascadero, CA | Mar 2006 - Current | 18 |
| Preservation Capital Group, LLC | Atascadero, CA | Jan 2006 - Current | 18 |
| Value Health & Life Insurance Services | Atascadero, CA | Oct 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1990 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1994 |
- CA
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Total Assets Under Management1,824MILLIONS
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Total Number of Accounts13,989ACCOUNTS
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Average Account Value$130,398
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
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