Robert Holt, Jr. (CRD# 2131092) is an Investment Advisor Representative working at Holt Capital Partners, LP in Fort Worth, TX and has over 30 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Holt Capital Partners, LP | Fort Worth, TX | Aug 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 1993 |
- TX
-
Total Assets Under Management884MILLIONS
-
Total Number of Accounts130ACCOUNTS
-
Average Account Value$6,800,398
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
TX
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