Erik HoltCRD Number: 4635271
Current Firm: Independent Wealth Network, Inc.
Erik Holt (CRD# 4635271) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Hagerstown, MD and has over 13 years of experience in the finance industry.
Commonwealth Financial Network
Lpl Financial LLC
|Independent Wealth Network||Hagertown, MD||Jan 2018 - Current||< 1|
|Brokers International Financial Services, LLC||Hagerstown, MD||Jan 2018 - Current||< 1|
|Guardian Life Insurance Company||Frederick, MD||Feb 2005 - Current||13|
|Broker Dealer Financial Services/ Iac||Hagerstown, MD||Apr 2008 - Dec 2017||9|
|Park Avenue Securities||Frederick, MD||Feb 2005 - Apr 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2004|
Total Assets Under Management100MILLIONS
Total Number of Accounts600ACCOUNTS
Average Account Value$166,667
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NM, NY, PA, SC, TX, VA, WI
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