Sourcing
Firms
People
Sources
KAREN DALE HOLT
C
48
IAR CRD 1441235
·
Industry start 1986-08-22
Identity
Legal name
KAREN DALE HOLT
brokercheck
CRD
1441235
NPN
—
Career
Previous employments
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
2000-03-03
EQUITY SERVICES, INC.
1992-07-02
▸ Show all (+2)
brokercheck
Current branches
PEACHCAP SECURITIES, INC.
PEACHCAP TAX & ADVISORY, LLC
brokercheck
Designations
—
Education
—
BrokerCheck signals
Industry start
1986-08-22
brokercheck
Est. age
62
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Age confidence
—
Est. birth year
1964
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BC active
Yes
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IA active
Yes
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Disclosures
Yes
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Private residence
No
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Firm affiliations
1
PEACHCAP TAX & ADVISORY, LLC
IAR
CRD 158729