Unclaimed Profile

William Edwin Hollan

ARBOR INVESTMENT ADVISORS, LLC·WINSTON SALEM, North Carolina

Series 65Clean record15 years registeredARBOR INVESTMENT ADVISORS, LLC

300 SOUTH MAIN STREET, WINSTON SALEM, NC 27101CRD# 5905389Firm CRD# 111077

Profile Verification

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

Identity

William Edwin Hollan · WINSTON SALEM, NC

Registration

CRD #5905389 · ARBOR INVESTMENT ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

ARBOR INVESTMENT ADVISORS

May 2011 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 13, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARBOR INVESTMENT ADVISORS, LLC

CRD 111077 · SEC 801-58281

AUM

$957M

Regulatory assets under management

Employees

1,255 client accounts

Services offered by ARBOR INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARBOR INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does William Edwin Hollan offer?

William Edwin Hollan specializes in Financial Planning, Investment Management. Contact their office in WINSTON SALEM, North Carolina for a consultation.

What are William Edwin Hollan's credentials?

William Edwin Hollan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Edwin Hollan located?

William Edwin Hollan is based in WINSTON SALEM, North Carolina, working with ARBOR INVESTMENT ADVISORS, LLC. Their office serves clients in the WINSTON SALEM metropolitan area and surrounding communities.

How does William Edwin Hollan charge for services?

William Edwin Hollan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARBOR INVESTMENT ADVISORS, LLC?

ARBOR INVESTMENT ADVISORS, LLC has approximately 8 employees and manages $957M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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