William
Hollan
Arbor Investment Advisors
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About this Advisor
William Hollan is a financial advisor based in Winston Salem, North Carolina, working with Arbor Investment Advisors. William has previously held a position at Arbor Investment Advisors. William has passed the Series 65 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, William is part of Arbor Investment Advisors, which operates out of Winston Salem, North Carolina. The firm has 8 employees and manages assets totaling $956.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and other services. The fee structure at Arbor Investment Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arbor Investment Advisors Brokerage Details
$956,721,696
8
1,255
$762,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other
William Hollan Work History
Arbor Investment Advisors
Disclosures
Please visit the SEC profile of William Hollan 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 Arbor Investment Advisors
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
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