Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Colby Holt is a financial advisor working with Fisher Investments in Tampa, Florida. David has been working in the financial services industry since 2021, and has been registered with the state of Florida and Texas since February 2024.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
02/13/2024 - Present
Fisher Investments (Tampa FL)
FL
11/17/2022 - 01/09/2024
MORGAN STANLEY (Temple Terrace FL)
AZ
11/11/2021 - 11/03/2022
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BOTH
Issued 12/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure David Holt is the right advisor for you? Invested Better is here to help.
