David
Holtz
Fsc Securities Corporation
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About this Advisor
David Holtz is a financial advisor working in Dayton, Ohio with 9 years of industry experience. Holtz is on the advisory team at Fsc Securities Corporation. Their career trajectory has included roles at David R Holtz-Holtz And Associates, Ffp Securities, Inc, First Advisors, Inc, First Allied Securities, Inc and Fsc Securities Corporation. Holtz is able to work in Ohio. Fsc Securities Corporation is a business based out of Atlanta, GA. It has offices in 334 locations and a total of 2,174 people on staff. It has $12 billion in assets under management across its 52,792 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 94 charities and foundations. Of its 52,792 client accounts, just 14% belong to high-net-worth clients who have more than $1 million in assets available to invest. Fsc Securities Corporation provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules largely vary depending on which service is offered. Fee types charged by Fsc Securities Corporation likely include any blend of asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Fsc Securities Corporation Brokerage Details
$11,745,651,239
2,174
52,792
$222,489
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
David Holtz Work History
David has been registered as a financial advisor for 9 years.*
Fsc Securities Corporation
Ffp Securities, Inc
First Advisors, Inc
David R Holtz-Holtz And Associates
First Allied Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Holtz 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 Fsc Securities Corporation
Lubbock, TX
Atlanta, GA
Langhorne, PA
Thousand Oaks, CA
Bloomfield Hills, MI
Grove City, OH
Traverse City, MI
Northampton, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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