| Advisor Profile |
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| Name: |
Nelson Holland |
| Phone Number: |
(706) 410-2987 |
| Website: |
Visit Website
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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: |
GA, TN, NC, SC
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| States Willing to do Business in: |
Same as above
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| Years of Experience in Financial Services: |
25
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| Number of Years with Current Firm: |
17
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| I work with the following types of clients: |
Individual Investors, Non-Profit Organizations, Businesses
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| Foreign Languages Serviced: |
English
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Education |
| Academic Background |
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M.A., 1977 University of Tennessee
B.A., 1977 University of Tennessee |
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Services |
| Investment Types: |
Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Bonds, Stocks, Insurance, Annuities
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant, Life Underwriter Training Council Fellow (LUTCF), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLUŽ)
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| Securities Licenses: |
Series 63, Series 22, Series 6
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| Insurance and Annuity Licenses: |
Variable Annuity, Long Term Care, Life, HMO, Health, Annuity, Accident, Disability, Variable Life
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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: |
75,000-100,000
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| Compensation Methods: |
Commissions, Based on Assets, Hourly
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| Prepared By: |
Nelson Holland |
| Most Recent Update: |
08/06/2008 |
Frequently Asked Questions |
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