Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Levi Holt is a financial professional with experience in the financial services industry. Derek is currently registered with World Investment Advisors, LLC, and has been in this role since March 2024. Derek is also licensed as a Life, Health and Accidental or Sickness insurance agent. Derek has been working in the financial services industry since 2020 and previously worked at America First Federal Credit Union in St. George, Utah. Derek is a Series 65 licensed advisor and is actively registered with the state of Utah.
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.
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.
A percentage of the total value of assets under management is charged.
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UT
04/29/2024 - Present
World Investment Advisors, LLC (Lehi UT)
IA
Issued 04/25/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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