Unclaimed Profile

George Whitfield Holland

BCM ADVISORS, LLC·LAFAYETTE, Louisiana

Series 4, Series 7, Series 24, Series 27, Series 63, Series 65Clean record18 years registeredBCM ADVISORS, LLC

1018 HARDING ST., SUITE 104, LAFAYETTE, LA 70503CRD# 2005943Firm CRD# 107946

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Whitfield Holland · LAFAYETTE, LA

Registration

CRD #2005943 · BCM ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

BCM ADVISORS, LLC

Jul 2009 – present

CULLEN ASSET MANAGEMENT

Oct 2007 – Jul 2009

LAFAYETTE, LA

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · October 16, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BCM ADVISORS, LLC

CRD 107946 · SEC 801-56006

AUM

$578M

Regulatory assets under management

Employees

527 client accounts

Services offered by BCM ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BCM ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does George Whitfield Holland offer?

George Whitfield Holland specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LAFAYETTE, Louisiana for a consultation.

What are George Whitfield Holland's credentials?

George Whitfield Holland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Whitfield Holland located?

George Whitfield Holland is based in LAFAYETTE, Louisiana, working with BCM ADVISORS, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.

How does George Whitfield Holland charge for services?

George Whitfield Holland's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BCM ADVISORS, LLC?

BCM ADVISORS, LLC has approximately 9 employees and manages $578M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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