Kevin Holt, financial advisor West Chester PA

Kevin Holt

CRD Number: 4198617
Current Firm: Market Street Wealth Management

Kevin Holt (CRD# 4198617) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 23 years of experience in the finance industry. Kevin 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
Market Street Wealth Management, LLC West Chester, PA Jan 2011 - Current 13
Usa Financial Securities Corporation Ada, MI Feb 2006 - Current 18
Market Street Financial Group West Chester, PA Mar 2005 - Current 19
Principal Life Insurance West Chester, PA Oct 2003 - Current 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 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 Kevin A. Holt
Phone Number: (610) 692-3200
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    589
    MILLIONS
  • Total Number of Accounts
    2,376
    ACCOUNTS
  • Average Account Value
    $247,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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

AZ, CA, DC, DE, FL, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA

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