Duane A Holt
Investment adviser representative at Transamerica Financial Advisors, LLC
12 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Transamerica Financial Advisors, LLCOct 2025 to now
- WfgiaSep 2025 to now
- Kforce Inc.Aug 2025 to now
- World System Builders (wsb)May 2025 to now
- Ocean Limits LLCJan 2025 to now
- Acn Inc.Jun 2025 to May 2026
- UnemployedDec 2024 to Aug 2025
- Travel and Leisure Co.Oct 2018 to Nov 2024
- Therigy, LLCAug 2014 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 8169902
- Firm CRD
- 16164