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Athens Financial Advisors
Holland Financial Services, Inc
1 Huntington Rd., Suite 804
Athens, GA 30606
Advisor Profile
Name:  Nelson Holland, CFP®
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Disclaimer
Securities Offered Through: Triad Advisors Member FINRA/SIPC.

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.
 

General Information

Gender:    Male
CRD#:    1188037
Firm CRD#:    25803
Insurance License#:    325679
Name of Broker/Dealer:    Triad Advisors, Inc.
States Licensed in:    AL, GA, IL, ME, NY, NC, SC, TN, WA
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    16
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Education

Academic Background
 
Master of Arts degree - University of Tennessee (1977)
Bachelor of Arts degree - University of Tennessee (1977)
 

Services

Investment Types:    Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Bonds, Insurance, Annuities, Stocks
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLU®), Life Underwriter Training Council Fellow (LUTCF), Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 63, Series 22, Series 6
Insurance and Annuity Licenses:    Long Term Care, Variable Annuity, Variable Life, Life, HMO, Health, Annuity, Accident, Disability
Financial Organization Memberships:    Society of Financial Services Professionals, Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Athens Rotary Club, Athens Chamber of Commerce
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $75,000
Compensation Methods:    Commissions, Hourly, Based on Assets
 
 
 
Prepared By: Nelson Holland, CFP®