Edward Holt (CRD# 5284666) is an Investment Advisor Representative working at Global Trust in West Palm Beach, FL and has over 17 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Trust Asset Management, LLC | West Palm Beach, FL | Jan 2007 - Current | 17 |
| Nowlen, Holt & Miner P.a | West Palm Beach, FL | Nov 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2007 |
- FL
-
Total Assets Under Management403MILLIONS
-
Total Number of Accounts710ACCOUNTS
-
Average Account Value$567,608
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, GA, MT, NC, NJ, NY, TX
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