Amy
Williamson
Holland Advisory Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Amy Williamson is a certified financial planner and chartered financial consultant operating out of Ormond Beach, Florida with 8 years of relevant experience. Williamson is on the advisory team at Holland Advisory Services, Inc. Over the course of their career, they have held roles at Holland Advisory Services, Inc. Williamson holds a Series 65 license, qualifying them as an investment advisor representative, and can work in Florida and Texas. Holland Advisory Services, Inc is a registered investment business based out of Ormond Beach, FL. It manages $185 million in assets between its 962 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 962 customer accounts, just 9% are associated with high-net-worth clients who have more than $1 million in investable assets. Holland Advisory Services, Inc offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees charged by financial advisors depend on which service is provided. Fees billed by Holland Advisory Services, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Holland Advisory Services, Inc Brokerage Details
$185,100,359
14
962
$192,412
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Amy Williamson Work History
Amy has been registered as a financial advisor for 8 years.*
Holland Advisory Services, Inc
Holland Advisory Services, Inc
*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 Amy Williamson 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 Holland Advisory Services, Inc
Ormond Beach, FL
Ormond Beach, FL
Ormond Beach, FL
Ormond Beach, FL
Ormond Beach, FL
Ormond Beach, FL
Ormond Beach, FL
Ormond Beach, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
