Erin Holt, financial advisor Reston VA

Erin Holt

CRD Number: 6495478
Current Firm: Aog Wealth Management

Erin Holt (CRD# 6495478) is an Investment Advisor Representative working at Aog Wealth Management in Reston, VA and has over 6 years of experience in the finance industry. Erin Holt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Aog Wealth Management Great Falls, VA Jul 2017 - Current 6
Kalos Capital Alpharetta, GA Aug 2018 - Jul 2019 < 1
George Washington University Washington D.c., DC Oct 2013 - May 2017 3
Aog Wealth Management Great Falls, VA May 2016 - Aug 2016 < 1
Morgan Stanley Mclean, VA May 2015 - Aug 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Erin M. Holt
Phone Number: 703-757-8020
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    305
    MILLIONS
  • Total Number of Accounts
    1,057
    ACCOUNTS
  • Average Account Value
    $288,597
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
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

CA, DC, FL, IL, MD, NC, PA, TX, VA

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