Miranda
Mumma
Holland Advisory Services, Inc
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About this Advisor
Miranda Mumma is a chartered financial consultant working in Ormond Beach, Florida with 4 years of industry experience. Mumma is currently employed by Holland Advisory Services, Inc. Their career trajectory has included roles at Holland Financial, Inc, Wells Fargo Bank, N.A, Panera Bread Company, Chick-Fil-A, University Of Central Florida and Holland Advisory Services, Inc. Mumma holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Florida and Texas. Holland Advisory Services, Inc is a company that has its headquarters in Ormond Beach, FL. It manages $185 million in assets among its 962 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 962 accounts, just 9% are held by high-net-worth investors who have at least $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees charged by financial advisors usually depend on which service is offered. However, fee types charged by Holland Advisory Services, Inc most likely include 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
Miranda Mumma Work History
Miranda has been registered as a financial advisor for 4 years.*
Holland Financial, Inc
Holland Advisory Services, Inc
Wells Fargo Bank, N.A
Wells Fargo Bank, N.A
Panera Bread Company
Chick-Fil-A
University Of Central Florida
*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 Miranda Mumma 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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