Brycen
Holland
O'Hagan Group, Inc
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About this Advisor
Brycen Holland is a financial advisor who works in Bethlehem, Pennsylvania who has 1 year of industry experience. Holland is an employee of O'Hagan Group, Inc. Holland has gained experience at The O'Hagan Group, Accenture, Baker Tilly, Cornell University and Lehigh High School. Holland holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Pennsylvania. O'Hagan Group, Inc is an advisory business based in Bethlehem, PA. The company has a total of eight employees. It controls $559 million in total assets across its 1,027 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 1,027 client accounts, 28% are associated with high-net-worth clients who have more than $1 million in assets. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees usually are based on which services the firm provides the client. However, fees charged by O'Hagan Group, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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O'Hagan Group, Inc Brokerage Details
$559,287,313
8
1,027
$544,584
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brycen Holland Work History
Brycen has been registered as a financial advisor for 1 years.*
The O'Hagan Group
Accenture
Baker Tilly
Cornell University
Lehigh High School
*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 Brycen Holland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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