Erik Holt (CRD# 4749336) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Boerne, TX and has over 8 years of experience in the finance industry.
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Boerne, TX | Sep 2023 - Current | < 1 |
| Sagepoint Financial | Boerne, TX | Jul 2017 - Current | 6 |
| Matthew Robert Farrell | Irvine, CA | May 2017 - Jul 2017 | < 1 |
| Northwestern Mutual Investment Services LLC | Irvine, CA | Dec 2015 - Jul 2017 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2015 - May 2017 | 2 |
| Xsportsmed | Encinitas, CA | Feb 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2016 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- CA
- IL
- TX
-
Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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