Thomas Holland
Thomas Holland is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Norwell, MA, with 33 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
101 Longwater Cir, Ste 103, Norwell, MA, 02061
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Thomas is an independent insurance agent for various companies since 2007, and an advisory representative of a RIA since 2001, dedicating a significant amount of time to this. He also owns an LLC that owns rental property and is involved in various non-investment related activities such as church ministry, condo association, and fitness instruction.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Global Vision Advisors
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Private Consulting Group, INC.Broker
NFP Securities, INC.Broker
Private Consulting Group, INC.
Private Consulting Group, INC.Broker
Fsc Securities CorporationBroker
New England SecuritiesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.