John HoltCRD Number: 5921205
Current Firm: Cuso Financial Services, LP
John Holt (CRD# 5921205) is an Investment Advisor Representative working at Cuso Financial Services, LP in Gadsden, AL and has over 5 years of experience in the finance industry.
Longview Financial Advisors, Inc.
Raymond James Financial Services Advisors, Inc.
Gateway Wealth Management, LLC
|Alabama Teachers Credit Union||Gadsden, AL||Mar 2013 - Current||4|
|Cuso Financial Services, LP||San Diego, CA||Mar 2013 - Current||4|
|Mwa Financial Services, Inc.||Rock Island, IL||May 2011 - Mar 2013||1|
|Various Insurance Companies||Hokes Bluff, AL||Oct 2010 - Mar 2013||2|
|Modern Woodmen Of America||Rock Island, IL||Sep 2010 - Mar 2013||2|
|Alabama Farm Credit||Cullman, AL||Aug 2007 - Sep 2010||3|
|Federal Land Bank||Montgomery, AL||Jun 2004 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2011|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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