linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas Richard Holt

Legacy Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Thomas? Claim Your Profile

About Thomas Richard Holt

Thomas Richard Holt is a financial advisor at Legacy Advisors, LLC, a registered investment advisor based in Plymouth Meeting, Pennsylvania. Thomas Holt has been in the industry since 1984. Thomas Holt is a Chartered Financial Analyst and holds Series 6, Series 63, and Series 65 licenses. Thomas Holt is registered to provide investment advisory services in Pennsylvania.

Firm Information

Thomas Holt is currently registered with Legacy Advisors, LLC. Legacy Advisors, LLC is an investment advisor based in Plymouth Meeting, PA. They provide financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. The firm has approximately $3.6 billion in regulatory assets under management.
Legacy Advisors, LLC

5 APOLLO ROAD, SUITE 100

PLYMOUTH MEETING, PA 19462

$3.64B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Thomas Holt’s Registration & Firm History

PA

04/25/2006 - Present

Legacy Advisors, LLC (PLYMOUTH MEETING PA)

NC

07/16/1990 - 11/19/1992

WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)

NC

10/15/1984 - 08/25/1986

WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)

Not sure if Thomas Richard Holt is right for you?

Licenses & Designations

BC

Issued 03/02/2007

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/28/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Richard Holt.
Not sure if Thomas Richard Holt is right for you?