Victoria Lee Holt
Investment adviser representative at True Blue Financial, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$271.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- True Blue Tax, LLCSep 2021 to now
- True Blue Financial, LLCDec 2020 to now
- Independent Insurance AgentOct 2013 to now
- LPL Financial LLCAug 2009 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MI).
True Blue Financial, LLC
$271.5MAssets managed
575Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5626481
- Firm CRD
- 310841