Jamison HoltCRD Number: 3172151
Current Firm: Advice And Planning Services
Jamison Holt (CRD# 3172151) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 18 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Tiaa-cref Individual & Institutional Services, LLC||Charlotte, NC||Oct 2003 - Current||13|
|Tiaa||Charlotte, NC||Oct 2003 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S65||NASAA Investment Advisors Law Examination||Nov 2006|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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