Loy Douglas Holt

Secure Investment Management, LLC

22 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning

Secure Investment Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

825 clients

Average Client Portfolio

$46K average

Assets Under Management

$38.3M

Fee Structure

Minimum Investment:$25K

Location

970 Reserve Drive, #100, Roseville, CA, 95678

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

September 2009

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Loy is the president of Divot Enterprises Financial and Insurance Services, Inc. (DBA The DC Group) since 2010, where he sells fixed insurance and life insurance products, dedicating about 10-20% of his time. Loy also owns a business where he sells fixed annuities, dedicating about a quarter of his time.

Employment History

Current Registrations

Secure Investment Management, LLC

May 2024 - Present · 1 yr 9 mos

Previous Registrations

The Dc Group Advisory Services, INC

August 2014 - December 2024 · 10 yrs 4 mos

Centaurus Financial, INC.

April 2012 - March 2014 · 1 yr 11 mos

Lighthouse Capital Corporation

December 2009 - December 2011 · 2 yrs

Questar Asset Management, INC.

September 2008 - October 2009 · 1 yr 1 mo

Pension Planners Securities, INC.

September 2002 - September 2008 · 6 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.