Boerne, TX Falls Court Office

Salvatore Holt is a financial advisor with OSAIC in Boerne, TX, holding Series 63 and Series 66 credentials and 36 years of industry experience. He previously worked for SagePoint Financial, Inc. for 14 years before joining OSAIC in 2023. Holt is also the president and managing partner of Holt Financial Group LLC, which provides marketing and branding services as well as consulting unrelated to investments. OSAIC serves a broad range of retail and institutional clients through an extensive network of advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm uses various asset-allocation tools and supports discretionary and non-discretionary portfolio management with access to multiple third-party platforms.

Erik Holt is a financial advisor with OSAIC in Boerne, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining OSAIC in 2023, he worked at SagePoint Financial for six years and at Northwestern Mutual for two years. He serves as a general board member of the Boerne Soccer Club, a nonprofit youth soccer organization. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, retirement plan consulting, unified managed accounts, and access to third-party money managers. The firm employs a variety of asset-allocation tools and portfolio management methods across multiple investment types for discretionary and non-discretionary accounts.