Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loy? Claim Your ProfileLoy Douglas Holt is an investment advisor representative with Secure Investment Management, LLC, and has over 30 years of experience in the financial services industry. Loy is registered in California and has passed the Series 63, Series 65, and Series 7 exams. Loy has worked with a variety of firms over the years, including Centaurus Financial, Inc., Colorado Financial Service Corporation, and Lighthouse Capital Corporation. Loy provides financial planning and portfolio management services to individuals, corporations, and pension plans. Loy specializes in helping clients reach their financial goals through a variety of investment strategies.
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.
Personalized portfolio management to meet individual financial objectives.
Advice regarding reits
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.
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CA
01/01/2025 - Present
Secure Investment Management, LLC (Roseville CA)
CA
04/12/2012 - 03/17/2014
CENTAURUS FINANCIAL, INC. (ROSEVILLE CA)
CO
01/20/2012 - 04/11/2012
COLORADO FINANCIAL SERVICE CORPORATION (CENTENNIAL CO)
CA
12/22/2009 - 12/23/2011
LIGHTHOUSE CAPITAL CORPORATION (ROSEVILLE CA)
CA
09/02/2008 - 10/13/2009
QUESTAR CAPITAL CORPORATION (CITRUS HEIGHTS CA)
CA
09/27/2002 - 09/05/2008
PENSION PLANNERS SECURITIES, INC. (CITRUS HEIGHTS CA)
MN
02/02/2000 - 09/30/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
CA
02/14/1995 - 02/04/2000
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
FL
01/01/1994 - 02/23/1995
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
05/07/1990 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
CA
03/26/1986 - 04/26/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
06/04/1980 - 06/11/1986
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
06/04/1980 - 06/11/1986
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
05/16/1983 - 06/10/1986
LINCOLN NATIONAL PENSION INSURANCE COMPANY
IA
Issued 01/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1980
Series 1 - Registered Representative Examination
Active
Inactive
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