David
Holland
Holland Advisory Services, Inc
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About this Advisor
David Holland is a certified financial planner, chartered financial consultant and personal financial specialist who works out of Ormond Beach, Florida with a total of 18 years of relevant experience. Holland works at Holland Advisory Services, Inc. Over the course of their career, they have held roles at Holland Financial, Inc, Holland Insurance Services, Inc, Holland Mortgage Services, Inc, Holland Tax & Accounting Services, Inc, Holland Productions, Inc, David D. Holland, Cpa, Holland, Tacinelli, Cpas, P.A, Holland Business Brokers, Inc, Holland Brothers Farm, LLC and Holland Advisory Services, Inc. Holland holds a Series 63 license, designating them as a securities agent, and is approved to advise clients in Florida and Texas. Holland Advisory Services, Inc is a company headquartered in Ormond Beach, FL. It manages $185 million in assets under management between its 962 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 962 customer accounts, just 9% are associated with high-net-worth clients who have greater than $1 million in assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fees largely vary depending on which service is provided. Fees billed by Holland Advisory Services, Inc most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
David Holland Work History
David has been registered as a financial advisor for 18 years.*
Holland Brothers Farm, LLC
Holland, Tacinelli, Cpas, P.A
Holland Business Brokers, Inc
Holland Productions, Inc
Holland Insurance Services, Inc
Holland Advisory Services, Inc
Holland Financial, Inc
David D. Holland, Cpa
Holland Mortgage Services, Inc
Holland Tax & Accounting 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 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 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.
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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.
