Susan P. Holt
Sagepoint Financial, Inc.
Financial Planner in Boerne, TX
Address:105 Falls Ct, Ste 400
Boerne, TX 78006
About Susan P. Holt
Susan Holt is a financial professional at Sagepoint Financial, Inc. located in Boerne, Texas. Susan Holt holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6 and S63. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Susan Holt provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Susan Holt105 Falls Ct, Ste 400
Boerne, TX 78006
Phone Number:
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Website:
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