DH
CFP · ChFC · PFS
DH
CFP · ChFC · PFS

David Dean Holland

22 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningEstate PlanningTax PlanningRetirees
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,025 clients
Average Client Portfolio
$257K average
Assets Under Management
$263.5M

Fee Structure

Minimum Investment:$40K
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Location

700 West Granada Blvd, Ormond Beach, FL, 32174

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David solicits insurance products through Holland Insurance Services, Inc. and provides tax and accounting services through Holland, Tacinelli, CPAs, P.A. He also hosts a public television program, manages a cattle farm, and is a licensed real estate agent, taking about half of his time.

Employment History
Current Registrations
Holland Advisory Services, INC.
August 2005 - Present · 20 yrs 6 mos
Previous Registrations
Invest Financial Corporation
November 2003 - June 2005 · 1 yr 7 mos
CPA Financial Advisers, INC.
April 2003 - December 2003 · 8 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
David Dean Holland - Financial Advisor | TrueAdvisor