Keith Holtsclaw is a CFP-designated registered investment advisor, based in Hickory, NC, with 16 years of industry experience.
Location
106 2nd St Nw, Fl 2, Hickory, NC, 28601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith is a trustee for Lenoir Rhyne University Alumni Board and an associate trustee for Piedmont Education Fund, dedicating minimal time and a few hours per week, respectively. Keith is also a partner in Holtsclaw Supply Co, LLC, a disposable children's cup and dinnerware company, spending a few hours per week on product development.
Employment History
Current Registrations
Truist Investment Services, INC.
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Scottrade Investment Management
Scottrade, INC.Broker
State Registrations37 states
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