Don Holt is a registered investment advisor, based in Auburn, WA, with 42 years of industry experience.
Location
Auburn, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Don is an enrolled agent, SR tax advisor, and owner at AIM Tax Group, LLC, reviewing/completing tax returns and providing tax consulting services since 1985, dedicating a few hours per week. He is also a financial professional at AIM Investment & Tax Services LLC DBA AIM & Associates since 2002, spending about 20% of his time on investments and financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Pacific West Securities, INC.Broker
Triple Check Financial Services, INC.Broker
First American National Securities, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.