Travis HoltCRD Number: 3077173
Current Firm: Lpl Financial LLC
Travis Holt (CRD# 3077173) is an Investment Advisor Representative working at Lpl Financial LLC in Spencer, WI and has over 15 years of experience in the finance industry.
Eagle Strategies LLC
Ameriprise Financial Services, Inc.
Capital Financial Services, Inc.
|Lpl Financial LLC||Madison, WI||Jul 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S65||NASAA Investment Advisors Law Examination||Jul 2010|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops