Erik Holt, financial advisor Frederick MD

Erik Holt

CRD Number: 4635271
Current Firm: Independent Wealth Network, Inc.

Erik Holt (CRD# 4635271) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Frederick, MD and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Emerson Equity LLC San Mateo, CA Jan 2024 - Current < 1
Independent Wealth Network Frederick, MD Jan 2018 - Current 6
Fixed Insurance Frederick, MD Apr 2008 - Current 15
Brokers International Financial Services, LLC Frederick, MD Jan 2018 - Dec 2023 5
Broker Dealer Financial Services/ Iac Hagerstown, MD Apr 2008 - Dec 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2004
Contact Info for Erik R. Holt
Phone Number: 515-461-5123
Registered State(s):
  • CO
  • FL
  • GA
  • MD
  • MI
  • PA
  • WA
  • WV
  • WY
By the Numbers
  • Total Assets Under Management
    293
    MILLIONS
  • Total Number of Accounts
    2,298
    ACCOUNTS
  • Average Account Value
    $127,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MD, ME, MI, MN, MO, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV, WY

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