John Holt, financial advisor Gadsden AL

John Holt

CRD Number: 5921205
Current Firm: Lpl Financial LLC

John Holt (CRD# 5921205) is an Investment Advisor Representative working at Lpl Financial LLC in Gadsden, AL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Gadsden, AL Jan 2019 - Current 5
Alabama Teachers Credit Union Gadsden, AL Mar 2013 - Current 11
Cuso Financial Services, LP San Diego, CA Mar 2013 - Jan 2019 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for John D. Holt
Phone Number: 704-733-3300
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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