William
Hollan

Arbor Investment Advisors

CRD#5905389
Investment Advisor
in Winston Salem, NC

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About this Advisor

William Hollan is a certified financial planner based in Winston Salem, North Carolina, with a total of 12 years of relevant experience. Hollan is currently employed by Arbor Investment Advisors. They have spent all of their career at Arbor Investment Advisors. Hollan holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in North Carolina and Texas. Arbor Investment Advisors is an advisory company operating out of Winston Salem, NC. It oversees $813 million in total assets among its 1,163 customer accounts, placing it among the larger firms in the country by assets under management. The firm serves six charitable organizations. Of its 1,163 customer accounts, 79% belong to high-net-worth clients who have more than $1 million in assets available to invest. Arbor Investment Advisors has a number of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and other services. Financial management fees usually are based on which services the firm provides the client. However, fees charged by Arbor Investment Advisors most likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

300 South Main Street
Winston Salem, NC 27101

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Arbor Investment Advisors Brokerage Details

Total Assets Under Management

$813,415,141

NC Average: $3,625,019,099
Total Number of Employees

8

NC Average: 22
Total Number of Accounts

1,163

NC Average: 1,917
Average Account Size

$699,411

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other

William Hollan Work History

William has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Arbor Investment Advisors

*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 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

William Hollan
Winston Salem, NC
Erika Mielke
Winston Salem, NC
Scott Jones
Winston Salem, NC
Scott Cawood
Winston Salem, NC
James Martin
Winston Salem, NC

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.

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