Erik Holt Email & Phone Number
Registered Investment Advisor @ Osaic
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Erik Holt Location
- Boerne, TX, US
Erik Holt Work
- Registered Investment Advisor @ Osaic (July 2017 - Present)
- Investment Advisor Representative @ (July 2017 - January 2018)
- Financial Representative @ (April 2015 - June 2017)
- Territory Sales Manager @ Xsportsmed (February 2013 - April 2015)
- Independent Distributor @ Bledsoe Brace Systems & Viscent LLC (October 2012 - January 2015)
Erik Holt Education
- California State University San Marcos
Bachelor of Arts (B.A.)
- Carlsbad High School
Erik Holt Skills
- Business Development
- Buy-Sell
- Customer Service
- Disability Insurance
- Financial Planning
- Financial Services
- Insurance
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Retirement Planning
- Risk Management
- Sales Process
- Strategic Planning
- Term Life Insurance
- Wealth Management Services
- Whole Life
Erik Holt Summary
- Erik Holt, based in Boerne, TX, US, is currently a Registered Investment Advisor at Osaic. Erik Holt brings experience from previous roles at SagePoint Financial, Northwestern Mutual, Xsportsmed and Bledsoe Brace Systems & Viscent LLC. Erik Holt holds a Bachelor of Arts (B.A.) @ California State University San Marcos. With a robust skill set that includes Business Development, Buy-Sell, Customer Service, Disability Insurance, Financial Planning and more. Erik Holt has 1 mobile phone numbers on RocketReach.
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Erik Holt
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