Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Holt is a financial advisor in Atlanta, Georgia, with over 30 years of experience in the industry. Karen has worked for several firms, including Wells Fargo Advisors Financial Network, LLC, Equity Services, Inc., Chatfield Dean & Co., Inc., and The Stuart-James Company, Incorporated. Karen is currently registered with Peachcap TAX & Advisory, LLC, in Georgia and Texas. Karen is licensed to provide investment advice and is committed to providing clients with personalized financial planning and investment management services.
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.
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.
Shares in third-party adviser fees
1
2
GA
11/29/2016 - Present
Peachcap TAX & Advisory, LLC (ATLANTA GA)
GA
03/03/2000 - 12/01/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ATLANTA GA)
VT
07/02/1992 - 03/02/2000
EQUITY SERVICES, INC. (MONTPELIER VT)
CO
11/24/1990 - 06/29/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
08/21/1986 - 12/03/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 04/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Karen Holt is the right advisor for you? Invested Better is here to help.
