Kevin
Holt
Market Street Wealth Management
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About this Advisor
Kevin Holt is a certified financial planner based out of West Chester, Pennsylvania with a total of 12 years of relevant experience. Holt is currently employed by Market Street Wealth Management. Holt has gained experience at Principal Life Insurance, Market Street Financial Group, Usa Financial Securities Corporation and Market Street Wealth Management, LLC. Holt maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in North Carolina and Pennsylvania. Market Street Wealth Management is a firm that has its headquarters in West Chester, PA. The company has offices in three locations and a total of 16 financial advisors. It controls $481 million in assets among its 2,271 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 2,271 accounts, just 11% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees are based on which services the firm provides the client. However, fee types charged by Market Street Wealth Management likely consist of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Market Street Wealth Management Brokerage Details
$481,260,821
16
2,271
$211,916
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kevin Holt Work History
Kevin has been registered as a financial advisor for 12 years.*
Market Street Wealth Management, LLC
Usa Financial Securities Corporation
Market Street Financial Group
Principal Life Insurance
*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 Kevin 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 Market Street Wealth Management
Morehead City, NC
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
