The vision at Alabama Teachers Credit Union is to provide its members with superior financial solutions, comprehensive products, and an unparalleled service experience. The partnership our members have with Alabama Teachers Credit Union extends to Alabama Teachers Investment Services, through our broker dealer, LPL Financial.
JD Holt, LPL Financial Advisor
JD was raised in Jackson, AL located in Clarke County. JD received his Bachelor’s degree from The University of West Alabama in 2002 in Business Management and in 2004 he graduated from Auburn University with a Masters in Agriculture Economics. JD began his career in Investment Services in 2010, and currently holds a Series 7, 63 and 66 registrations with LPL Financial. As a LPL Financial Advisor with Alabama Teachers Investment Services, JD is dedicated to providing the highest level of investment services to our clients and helping them pursue their financial goals. JD and his wife Lauren live in the Hokes Bluff community of Etowah County with their three children, John Dawson, Lawson and Sara Grace.
Check the background of this investment professional on FINRA's BrokerCheck.
- Licensed to conduct securities business in Alabama, Florida, Georgia, Mississippi, & Texas
- Life and health insurance licensed in Alabama & Georgia
Beth Spillman, Investment Services Assistant
Beth was raised in Naples, FL and is a 2016 graduate of Huntingdon College with a Bachelors in Business Management. She began her career in the Investment Industry in 2002, and came on board with Alabama Teachers Investment Services in 2018. She is partnering with JD in helping clients to plan for retirement and stay on track to work toward their financial goals. Beth lives in the Mount Vernon community of DeKalb County with her family, sons Dallas and Noah, daughter-in law Danica Spillman and grandson Colton Lane.
To get started designing your plan, contact us today to schedule a free, no-obligation appointment. Contact JD Holt at:
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. Alabama Teachers Credit Union and Alabama Teachers Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Alabama Teachers Investment Services, and may also be employees of Alabama Teachers Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Alabama Teachers Credit Union or Alabama Teachers Investment Services. Securities and Insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
The LPL Financial Registered Representatives associted with this site may only discuss and/or transact securities business with residents of the following states: AL, FL, GA, MS, TX.