Dustin
Holt
Sage Capital Advisors, LLC
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About this Advisor
Dustin Holt is a financial advisor based in La Jolla, California, working with Sage Capital Advisors, LLC. Dustin has previously held positions at Trilogy Financial Services, Countywide Wholesale, Asset Strategies & Management, National Planning Corporation, Trilogy Capital, Inc, LPL Financial LLC, and Sage Capital Advisors, LLC. Dustin has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Dustin is part of Sage Capital Advisors, LLC, which operates out of La Jolla, California. The firm has 3 offices and 8 employees. The firm manages assets totaling $556.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sage Capital Advisors, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sage Capital Advisors, LLC Brokerage Details
$556,117,306
8
465
$1,195,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Dustin Holt Work History
Sage Capital Advisors, LLC
Trilogy Capital, Inc
Lpl Financial LLC
National Planing Corporation
Trilogy Financial Services
Countywide Wholesale
Asset Strategies & Management
Disclosures
Please visit the SEC profile of Dustin Holt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sage Capital Advisors, LLC
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
La Jolla, CA
Sioux Falls, SD
Sioux Falls, SD
Tomball, TX
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