David Holt
David Holt is a registered investment advisor at Nexpoint Insurance Solutions, L.P., based in Dallas, TX, with 30 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NexPoint Insurance Solutions expects to receive compensation from clients in the form of fees which may be based on a percentage of the value of your portfolio.
Location
300 Crescent Court, Suite 700, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David holds multiple positions within affiliated companies, including Chief Compliance Officer and board member roles at NexPoint Securities, Inc. and NexBank Securities, Inc. He also serves as Secretary for NexAnnuity Holdings, Inc. and holds officer positions in its subsidiaries, including The Ohio State Life Insurance Company.
Employment History
Current Registrations
Nexpoint Insurance Solutions, L.P.
Nexbank Securities INCBroker
Nexpoint Securities, INC.Broker
Previous Registrations
Nexbank Wealth Advisors
First Southwest CompanyBroker
Capital Institutional Services, INC.Broker
Sws Securities INC.Broker
H.D. Vest Investment Securities, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations4 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.