Erik Holt, financial advisor Hagerstown MD
93 score

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 Hagerstown, MD and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Erik R. Holt
Phone Number: 515-255-3354
Firm Website: http://www.indwealth.net
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    100
    MILLIONS
  • Total Number of Accounts
    600
    ACCOUNTS
  • Average Account Value
    $166,667
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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