Edward Holt, financial advisor West Palm Beach FL
93 score

Edward Holt

CRD Number: 5284666
Current Firm: Global Trust

Edward Holt (CRD# 5284666) is an Investment Advisor Representative working at Global Trust in West Palm Beach, FL and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Nowlen, Holt & Miner P.a West Palm Beach, FL Nov 2003 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2007
Contact Info for Edward T. Holt
Phone Number: 561-472-0191
Firm Website: http://www.gbltrust.com/
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    120
    MILLIONS
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $530,191
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, NJ, NY, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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