Kevin Andrew Holt, CFP

Overview

Kevin Andrew Holt is an insurance agent, a registered representative and an investment adviser representative based in West Chester, PA, with 26 years in the industry.

Years in the industry

26

States licensed

3

States registered

14

Carrier appointments

17

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 3 states
• Registered in 14 states

• Producer
• Series 31
• Series 66
• Series 7
• SIE

4 lines of authority, with every state and its dates

Firms

• USA Financial Securities LLCCurrent firm
• Market Street Wealth ManagementCurrent firm

Employment history since 2000

Carriers

17 active carrier appointments

Book and practice

Firm assets under management on file