Karen Holt is a registered investment advisor, based in Atlanta, GA, with 39 years of industry experience.
Location
550 Pharr Rd., Suite 700, Atlanta, GA, 30305
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Regulatory History (1)
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Judgment / Lien
March 2013Other Business Activities
Karen serves as the Treasurer for West Mitchell CME Church, a religious organization, since 2008. She is responsible for processing deposits and balancing bank accounts, dedicating a few hours per week to this role.
Employment History
Current Registrations
Peachcap Tax & Advisory, LLC
November 2016 - Present · 9 yrs 5 mos
Peachcap Securities, INC.Broker
November 2016 - Present · 9 yrs 5 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
March 2000 - December 2016 · 16 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2000 - December 2016 · 16 yrs 9 mos
Equity Services, INC.Broker
July 1992 - March 2000 · 7 yrs 8 mos
Chatfield Dean & CO., INC.Broker
November 1990 - June 1992 · 1 yr 7 mos
The Stuart-James Company, IncorporatedBroker
August 1986 - December 1990 · 4 yrs 4 mos
State Registrations4 states
CAFLGATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.