John Holt is a registered investment advisor, based in Gadsden, AL, with 14 years of industry experience.
Location
2405 Rainbow Dr., Gadsden, AL, 35901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is affiliated with multiple entities related to his LPL business, including ATCU Investment Services and Emblem Wealth Management, and also works as a Program Manager at Emblem Credit Union. He also owns and manages Holt Farms and two real estate rental businesses, dedicating minimal time to these activities outside of his primary investment-related roles, which take up more than full-time hours.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Mwa Financial Services 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.