Wesley Ben Holt
Investment adviser representative at Littlejohn Financial Services Inc
17 yearsExperience
2 statesRegistered in
$171.3MFirm assets
5 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Littlejohn Financial Services, Inc.Sep 2018 to now
- Self EmployedJul 2009 to now
- Littlejohn Financial Services, Inc. dba Vantage Point FinancialSep 2018 to Jul 2020
- Centaurus Financial, Inc. dba Vantage Point FinancialMay 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Littlejohn Financial Services Inc
Legal name: Littlejohn Financial Services, Inc
$171.3MAssets managed
560Clients
4Advisers
5 yearsIn 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
- 5761795
- Firm CRD
- 155113