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Gary Holland

31 Years of Experience
Fort Worth, TX

Gary Holland is a registered investment advisor at Holland Investment Management, INC., based in Fort Worth, TX, with 31 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 41 clients with $54M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
41 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$54.3M

Fee Structure

Minimum Investment:$100K

Holland Investment Management offers investment portfolio management services only through their wrap fee program. Details about the fees are disclosed in their separate Wrap Fee Program Brochure.

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Location

4415 Tamworth Road, Fort Worth, TX, 76116

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Holland Investment Management, INC.
October 2011 - Present · 14 yrs 6 mos
Previous Registrations
Whitney Wetzel & Kuether, L.L.C.
March 2009 - October 2011 · 2 yrs 7 mos
LPL Financial Corporation
February 2004 - July 2009 · 5 yrs 5 mos
Citigroup Global Markets INC.
October 1994 - March 2004 · 9 yrs 5 mos
State Registrations2 states
FLTX
Advisor

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.

Exams
No exam information available for this advisor.