David Holland (CRD# 2612007) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has over 15 years of experience in the finance industry. David Holland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 2467543
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Florida Business Exchange, Inc. | Daytona Beach, FL | Oct 2023 - Current | < 1 |
| Holland Brothers Farm, LLC | Ormond Beach, FL | Aug 2021 - Current | 2 |
| Holland, Tacinelli, Cpas, P.a. | Ormond Beach, FL | May 2020 - Current | 4 |
| Holland Productions, Inc. | Ormond Beach, FL | Jun 2010 - Current | 13 |
| Holland Advisory Services, Inc. | Ormond Beach, FL | May 2007 - Current | 17 |
| Holland Insurance Services, Inc. | Ormond Beach, FL | Jan 2007 - Current | 17 |
| Holland Financial, Inc. | Ormond Beach, FL | Jul 1997 - Current | 26 |
| Holland Business Brokers, Inc. | Ormond Beach, FL | May 2020 - Dec 2023 | 3 |
| Holland Tax & Accounting Services, Inc. | Ormond Beach, FL | Oct 2012 - May 2021 | 8 |
| David D. Holland, Cpa | Ormond Beach, FL | Jan 2017 - Oct 2020 | 3 |
| Holland Mortgage Services, Inc. | Ormond Beach, FL | Oct 2014 - May 2019 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2009 |
- FL
- TX
-
Total Assets Under Management233MILLIONS
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Total Number of Accounts990ACCOUNTS
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Average Account Value$234,873
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
FL, GA, LA, NC, NH, TX, VA
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