Loy Holt, financial advisor Roseville CA

Loy Holt

CRD Number: 709410
Current Firm: The Dc Group Advisory Services, Inc.

Loy Holt (CRD# 709410) is an Investment Advisor Representative working at The Dc Group Advisory Services, Inc. in Roseville, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
The Dc Group Advisory Services, Inc. Roseville, CA Mar 2014 - Current 10
The Dc Group Roseville, CA Sep 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1992
S65 NASAA Investment Advisors Law Examination Jan 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Loy D. Holt
Phone Number: 916-780-0770
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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