| Advisor Profile |
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| Name: |
Nelson Holland, CFP® |
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| Disclaimer |
| Securities Offered Through: Triad Advisors Member FINRA/SIPC. |
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Business Description |
| At Holland Financial Services, Inc., we do an in-depth needs assessment to find out the long-term goals of our clients. At that point, we can discuss a financial plan that will include: estate planning, retirement planning, asset protection (life, health, business insurance) and/or business continuation planning. We are affiliated with many different companies who, in turn, offer a myriad of investment vehicles. Through careful planning, we can help minimize estate and income taxes, allocate investments properly, and make sure our clients' goals are met. |
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General Information |
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| Insurance License#: |
325679
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| Name of Broker/Dealer: |
Triad Advisors, Inc.
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| States Licensed in: |
AL, GA, IL, ME, NY, NC, SC, TN, WA
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| Years of Experience in Financial Services: |
25
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| Number of Years with Current Firm: |
16
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| I work with the following types of clients: |
Non-Profit Organizations, Individual Investors, Businesses
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Education |
| Academic Background |
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Master of Arts degree - University of Tennessee (1977)
Bachelor of Arts degree - University of Tennessee (1977) |
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Services |
| Investment Types: |
Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Bonds, Insurance, Annuities, Stocks
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLU®), Life Underwriter Training Council Fellow (LUTCF), Chartered Financial Consultant (ChFC®)
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| Securities Licenses: |
Series 63, Series 22, Series 6
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| Insurance and Annuity Licenses: |
Long Term Care, Variable Annuity, Variable Life, Life, HMO, Health, Annuity, Accident, Disability
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| Financial Organization Memberships: |
Society of Financial Services Professionals, Financial Planning Association (FPA)
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| Non-Financial Organization Memberships: |
Athens Rotary Club, Athens Chamber of Commerce
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$75,000
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| Compensation Methods: |
Commissions, Hourly, Based on Assets
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| Prepared By: |
Nelson Holland, CFP® |
Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Life Underwriting Training Council Fellow (LUTUCF) and licensed Insurance Counselor. |
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What services do you offer? |
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Asset Protection: Health, Life and Disability Insurance, Employee Benefits, Retirement Planning, College Planning, Investment Planning and Estate Planning. |
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| Q. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Have you ever been charged with any breaches? |
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