James Holst
from Sloy, Dahl & Holst, LLC
James Holst is a financial advisor based in Washington, Vancouver, with 43 years of experience. James currently works for Sloy, Dahl & Holst, LLC. James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
James Holst works at Sloy, Dahl & Holst, LLC
Sloy, Dahl & Holst, LLC is a financial advisory firm based in Vancouver, Washington. It currently has approximately $944,230,557 of assets under management and employs about 5 people. Sloy, Dahl & Holst, LLC uses a fee structure of a percentage of assets under your management, hourly charges and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges and performance-based fees
Office location
1220 Main Street, Suite 400, Vancouver, Washington, 98660
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