Annette Holt
Annette Holt is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Roseville, CA, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3700 Douglas Blvd, Roseville, CA, 95661
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Annette works as an Associate/Employee for Tri Counties Advisors and Tri Counties Bank since 2016, dedicating about half of her time to each. Her duties include Operations Supervisor and Branch Manager Delegate, assisting advisors and providing client services.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Invest Financial CorporationBroker
State Registrations40 states
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