Calvin Holt (CRD# 7691616) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Durham, NC | Jan 2023 - Current | 1 |
| State Employees' Credit Union | Raleigh, NC | Aug 2021 - Jan 2023 | 1 |
| Unemployed - Surgery Recovery | Raleigh, NC | Jun 2021 - Jul 2021 | < 1 |
| Top Golf | Charlotte, NC | May 2021 - May 2021 | < 1 |
| Red Ventures LLC | Fort Mill, SC | Jan 2021 - Apr 2021 | < 1 |
| Unemployed- College | Charlotte, NC | Nov 2020 - Dec 2020 | < 1 |
| University Of North Carolina At Charlotte | Charlotte, NC | Aug 2016 - Dec 2020 | 4 |
| Encor Solar LLC | Charlotte, NC | Sep 2020 - Oct 2020 | < 1 |
| Unemployed- College | Charlotte, NC | Aug 2020 - Aug 2020 | < 1 |
| Pure Energy LLC | Waco, TX | Jun 2020 - Jul 2020 | < 1 |
| Ciros Italian Restaurant | Charlotte, NC | Aug 2019 - May 2020 | < 1 |
| Solucion LLC | Raleigh, NC | Jun 2019 - Jul 2019 | < 1 |
| Lmr Llc - Carolina Ale House | Raleigh, NC | Apr 2019 - May 2019 | < 1 |
| University Autonoma - Barcelona | Bareclona, | Jan 2019 - Apr 2019 | < 1 |
| Unemployed - Study Abroad | Barcelona, | Jan 2019 - Mar 2019 | < 1 |
| Lmr Llc - Carolina Ale House | Charlotte, NC | Aug 2017 - Dec 2018 | 1 |
| Lmr Llc- Carolina Ale House | Raleigh, NC | May 2017 - Jul 2017 | < 1 |
| Macado's Restaurant | Charlotte, NC | Sep 2016 - Apr 2017 | < 1 |
| Chick-fil-a | Raleigh, NC | Oct 2014 - Aug 2016 | 1 |
| Raleigh Charter High School | Raleigh, NC | Aug 2012 - May 2016 | 3 |
| Ymca | Raleigh, NC | Jun 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- NC
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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