Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Holt is a financial advisor with over 19 years of experience in the financial services industry. Andrew is registered with LPL Financial LLC and has been with the firm since August 2023. Previously, Andrew was associated with Securities America, Inc., MML Investors Services, Inc., and American General Securities Incorporated. Andrew is a Chartered Financial Consultant and holds Series 7, 6, 63, and 66 licenses. Andrew is also registered in Colorado, Oklahoma, and Texas to offer investment advisory services. Andrew's areas of specialization include retirement planning, investment management, insurance, and estate planning. Andrew provides personalized financial advice and strategies for individuals and families. Andrew is committed to building long-term relationships with clients and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
08/30/2023 - Present
LPL Financial LLC (CANYON TX)
TX
07/11/2007 - 08/31/2023
SECURITIES AMERICA, INC. (CANYON TX)
TX
05/20/2005 - 07/24/2007
MML INVESTORS SERVICES, INC. (CANYON TX)
AZ
08/11/2004 - 04/06/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BOTH
Issued 09/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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