Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Edwin Holt is an Investment Advisor Representative at Avantax Planning Partners, Inc. Todd specializes in providing financial and investment planning. Todd is also the President of Holt & Company, which provides accounting services, tax preparation, and other related services. Todd has been in the industry since 2013 and holds a Series 65 license.
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.
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.
1
2
UT
07/12/2022 - Present
Avantax Planning Partners, Inc. (Delta UT)
IA
Issued 07/11/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Todd Holt is the right advisor for you? Invested Better is here to help.
