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Kalon Mark Hoard

HOLLAND ADVISORY SERVICES, INC.·ORMOND BEACH, Florida
Series 6, Series 7, Series 26Clean record22 years registeredHOLLAND 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. · 22 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 BEACH, FL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 26
Registration record
First registered · November 10, 2003
Years registered · 22
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. →
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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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David Dean Holland
ORMOND BEACH, FL

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