Stephen Holt
Stephen Holt is a registered investment advisor at Cetera Investment Advisers LLC, based in Annapolis, MD, with 17 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
101 Annapolis Street, Annapolis, MD, 21401
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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
Stephen is an insurance agent with Premier Planning Group, offering disability, long-term care, and life insurance, and a managing partner with Premier Planning Group, Inc. DBA Premier Planning Wealth Management, dedicating full-time hours to these activities. He also holds positions in several non-profit organizations, requiring minimal time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
State Registrations28 states
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