JAMES R. HOLT, CFP

CONNECT

Address:

900 E. 96th Street, Ste. 300
Indianapolis, IN 46240

Phone:

317-574-1800

Fax/Other:

317-469-2500

Licensing

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions: CO, FL, GA, IL, IN, KY, LA, MI, OH, TN, TX

Securities

We have individuals registered to offer securities in the following jurisdictions: CO, FL, IL, IN, KY, MI, NY, OH, TN, TX

CRN201903-208966

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck