Andrew Holte, financial advisor Alexandria MN

Andrew Holte

CRD Number: 6416437
Current Firm: Lpl Financial LLC
Compensation Model: Both
Andrew Holte (CRD# 6416437) is an Investment Advisor Representative working at Edward Jones in Alexandria, MN and has 1 year of experience in the finance industry.
CONTACT
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Edward Jones
Company Name Location Dates Years
Lpl Financial LLC Alexandria, MN Aug 2019 - Current 4
Bell Bank Alexandria, MN Jul 2019 - Current 4
Edward Jones St Louis, MO Nov 2014 - Jul 2019 4
Hibu St. Cloud, MN Oct 2013 - Nov 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Andrew S. Holte
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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Data verified by both the advisor and the public regulatory data.

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