Holt GandyCRD Number: 7362791
Current Firm: Charles Schwab & Company, Inc.
Holt Gandy (CRD# 7362791) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has 1 year of experience in the finance industry.
Hedgefield Wealth Management
Astoria Strategic Wealth, Inc.
Td Ameritrade, Inc.
|Charles Schwab & Company, Inc.||Westlake, TX||Apr 2021 - Current||1|
|Unemployed||Dallas, TX||Jan 2021 - Apr 2021||< 1|
|Office Depot||Lubbock, TX||Aug 2018 - Jan 2021||2|
|University Of Arkansas||Fayetteville, AR||Aug 2017 - Aug 2018||1|
|Jjs Beer Garden||Fayetteville, AR||May 2017 - Aug 2017||< 1|
|University Of Arkansas||Fayetteville, AR||Aug 2015 - May 2017||1|
|Office Depot||Dallas, TX||Feb 2013 - Aug 2015||2|
|Highland Park High School||Dallas, TX||Jan 2011 - Feb 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY