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David Dean Holland

HOLLAND ADVISORY SERVICES, INC.·ORMOND BEACH, Florida
Series 2, Series 6, Series 7, Series 26, Series 28, Series 63Clean record23 years registeredHOLLAND ADVISORY SERVICES, INC.
700 WEST GRANADA BOULEVARD, ORMOND BEACH, FL 32174-9036CRD# 2612007Firm CRD# 136302

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Dean Holland · ORMOND BEACH, FL
Registration
CRD #2612007 · HOLLAND ADVISORY SERVICES, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

HOLLAND ADVISORY SERVICES, INC.
Aug 2005 – present
INVEST FINANCIAL CORPORATION
Nov 2003 – Jun 2005
DAYTONA, FL
CPA FINANCIAL ADVISERS, INC.
Apr 2003 – Dec 2003
DAYTONA BEACH, FL
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 6
Series 7
Series 26
Series 28
Series 63
Registration record
First registered · April 16, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HOLLAND ADVISORY SERVICES, INC.
CRD 136302 · SEC 801-110617
AUM
$233M
Regulatory assets under management
Employees
13
990 client accounts
Services offered by HOLLAND ADVISORY SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HOLLAND ADVISORY SERVICES, INC. →
Introduction

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05

Frequently Asked Questions

What services does David Dean Holland offer?
David Dean Holland specializes in Financial Planning, Investment Management. Contact their office in ORMOND BEACH, Florida for a consultation.
What are David Dean Holland's credentials?
David Dean Holland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Dean Holland located?
David Dean Holland is based in ORMOND BEACH, Florida, working with HOLLAND ADVISORY SERVICES, INC.. Their office serves clients in the ORMOND BEACH metropolitan area and surrounding communities.
How does David Dean Holland charge for services?
David Dean Holland's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOLLAND ADVISORY SERVICES, INC.?
HOLLAND ADVISORY SERVICES, INC. has approximately 13 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Kalon Mark Hoard
ORMOND BEACH, FL

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