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Kevin Andrew Holt

Investment Adviser Representative at USA FINANCIAL SECURITIES LLC

West Chester, PACRD #4198617Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
14 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kevin Andrew Holt has worked in the securities industry since 2000. They are registered to provide investment advisory services in 14 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 14 states
ArizonaCaliforniaColoradoConnecticutDelawareFloridaMarylandNew JerseyNorth CarolinaPennsylvaniaSouth CarolinaTennesseeTexasVirginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/2/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 8/10/2000
Series 7
General Securities Representative Examination
Passed 7/20/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

USA Financial Securities LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MARKET STREET WEALTH MANAGEMENTCurrent
1/3/2011West Chester, PA
USA FINANCIAL SECURITIES CORPORATION
8/9/200612/31/2010Bala Cynwyd, PA
PRINCOR FINANCIAL SERVICES CORPORATION
2/14/20051/12/2006West Chester, PA
LOCUST STREET SECURITIES, INC.
7/29/200311/3/2003Boothwyn, PA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin Andrew Holt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Kevin Andrew Holt - Financial Advisor in West Chester, PA | AdvisorFinder