Lpl Financial LLC
About this Advisor
Jason Holt is a financial advisor based out of Kannapolis, North Carolina, who has been in the advisory business for 19 years. Holt works at Lpl Financial LLC. They have been employed by Lpl Financial Llc for all of their career. Holt has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina and Texas. Lpl Financial LLC is a company that has its headquarters in Kannapolis, North Carolina. The company has offices in 9,519 locations and a total of 23,035 people on staff. It manages $208 billion in total assets across its 892,326 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 1,956 charities and foundations. Of its 892,326 client accounts, 28% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically depend on the type of services. However, fees billed by Lpl Financial LLC can consist of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
- Educational seminars/workshops
Jason Holt Work History
Jason has 19 years of experience.
Linsco Private Ledger Corp
Jason Holt has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Providence Forge, VA
Des Plaines, IL
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.