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Kalon Mark Hoard

HOLLAND ADVISORY SERVICES, INC.·ORMOND BEACH, Florida
Series 26, Series 7, Series 6Clean recordHOLLAND ADVISORY SERVICES, INC.
700 WEST GRANADA BOULEVARD, ORMOND BEACH, FL 32174-9036CRD# 4182008Firm CRD# 136302

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kalon Mark Hoard · ORMOND BEACH, FL
Registration
CRD #4182008 · HOLLAND ADVISORY SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kalon Mark Hoard is a registered financial advisor based in ORMOND BEACH, Florida, affiliated with HOLLAND ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HOLLAND ADVISORY SERVICES, INC.
HOLLAND ADVISORY SERVICES, INC.
AUM
$233M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at HOLLAND ADVISORY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4182008
Firm CRD# 136302
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kalon Mark Hoard offer?
Kalon Mark Hoard specializes in Financial Planning, Investment Management. Contact their office in ORMOND BEACH, Florida for a consultation.
What are Kalon Mark Hoard's credentials?
Kalon Mark Hoard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kalon Mark Hoard located?
Kalon Mark Hoard 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 Kalon Mark Hoard charge for services?
Kalon Mark Hoard'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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Other Advisors at HOLLAND ADVISORY SERVICES, INC.

David Dean Holland
ORMOND BEACH, FL
Erika Johnelle Barger
ORMOND BEACH, FL

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Research
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