David
Holland
Global Wealth Strategies And Associates, LLC
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About this Advisor
David Holland is a financial advisor operating in Denver, Colorado with 2 years of industry experience. Holland is an employee of Global Wealth Strategies And Associates, LLC. Over the course of their career, Holland has held roles at Mml Investors Services LLC, Massmutual Life Insurance Company, Great West Financial, Fortner Bayens Levkulich & Garrison, Mass Mutual Life Insurance Company, Mml Investors Services and Global Wealth Strategies And Associates, LLC. Holland has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Colorado. Global Wealth Strategies And Associates, LLC is an advisory firm that has its headquarters in Denver, CO. It oversees $208 million in total assets among its 1,678 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,678 accounts, 17% belong to high-net-worth clients who have greater than $1 million in assets. The firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically vary depending on the financial services provided. Fees billed by Global Wealth Strategies And Associates, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Global Wealth Strategies And Associates, LLC Brokerage Details
$207,926,584
11
1,678
$123,913
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Holland Work History
David has been registered as a financial advisor for 2 years.*
Global Wealth Strategies And Associates, LLC
Mass Mutual Life Insurance Company
Mml Investors Services
Great West Financial
Mml Investors Services LLC
Massmutual Life Insurance Company
Great West Financial
Fortner Bayens Levkulich & Garrison
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Holland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Wealth Strategies And Associates, LLC
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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