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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Holt is a financial advisor with LPL Financial LLC. John has been in the financial services industry since June 2011 and holds a Series 63, Series 66, Series 7, and SIE licenses. John works with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. John provides a range of services including financial planning, portfolio management, and consulting. John is registered to provide investment advice in Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, and Texas.
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
AL
01/15/2019 - Present
LPL Financial LLC (GADSDEN AL)
AL
03/11/2013 - 01/14/2019
CUSO FINANCIAL SERVICES, L.P. (GADSDEN AL)
AL
06/03/2011 - 03/12/2013
MWA FINANCIAL SERVICES INC. (HOKES BLUFF AL)
BOTH
Issued 06/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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