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Kevin Holt
from Market Street Wealth Management
Kevin Holt is a financial advisor based in Pennsylvania, West Chester,
with 24 years of experience. Kevin currently works for
Market Street Wealth Management.
Kevin maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
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
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Kevin Holt works at Market Street Wealth Management
Market Street Wealth Management is a financial advisory firm based in West Chester, Pennsylvania. It currently has approximately $481,260,821 of assets under management and employs about 16 people. Market Street Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and payment for client referrals.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and payment for client referrals
Office location
999 West Chester Pike, Suite 202, West Chester, Pennsylvania, 19382
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