William Holt, CFP

Tel: (864) 242-3637
3 Caledon Court
Suite C
Greenville, SC 29615

About Lincoln Financial Advisors Corp.

I work with my clients to help them meet their financial goals, needs and wants.
I build successful, long-term client relationships based on trust, open communication, and integrity.
I work with my clients to help Protect, Preserve, and Grow their net worth.
I work with my clients to be as prepared as possible for major life changes and milestones such as; college education, retirement, long term care, disability, and estate preservation.
I work with my clients to be sure their investment portfolio is diversified according to their risk tolerance.
I do my best to improve my client's future quality of life. By treating each client individually, since every client has a unique set of circumstances.

24 Years of Experience



General Information
Name of Broker/Dealer:   Lincoln Financial Securities Corp.
States Licensed in:   SC
Number of Years with Current Firm:   6
I work with the following types of clients:   Individual Investors


Services
Investment Types:   Stocks , Mutual Funds , Bonds , Annuities
I can meet clients in the following ways:   At my office


Qualifications & Memberships
Compliance
Registered Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Commissions , Flat Fee
Additional Details on Charges:   Fees are based on the complexity of the situation and agreed upon up front.



FAQs

William Holt, CFP

William Holt, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant