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Clarke Cameron Holt

Elevate Wealth Advisory, Inc.

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About Clarke Cameron Holt

Clarke Cameron Holt is an investment advisor representative with Elevate Wealth Advisory, Inc. based in Athens, GA. Clarke has been with the firm since July 2003. Clarke's previous experience includes roles with FSC Securities Corporation and Citigroup Global Markets Inc. Clarke holds the Series 63, Series 65, and Series 7 licenses. Clarke specializes in financial planning, portfolio management for individuals, pension consulting, and educational seminars.

Firm Information

Clarke Holt is currently registered with Elevate Wealth Advisory, Inc.. Elevate Wealth Advisory, Inc. is a registered investment advisor located in Athens, GA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Elevate Wealth Advisory, Inc. manages approximately $314,072,325 in assets for 1,676 clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth.
Elevate Wealth Advisory, Inc.

190 HAWTHORNE PARK

ATHENS, GA 30606

$314.07M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Clarke Holt’s Registration & Firm History

GA

08/06/2024 - Present

Elevate Wealth Advisory, Inc. (ATHENS GA)

GA

07/25/2003 - 01/17/2014

FSC SECURITIES CORPORATION (ATHENS GA)

NY

05/04/2001 - 07/25/2003

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

GA

06/01/1999 - 05/15/2001

THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 07/07/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clarke Cameron Holt.
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