MH
MH

Michael Holland

25 Years of Experience
San Diego, CA
Broker

Michael Holland is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

701 B Street, Suite 1830, San Diego, CA, 92101

Get directions

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.

Learn about disclosures →
Other Business Activities

Michael is the CFO of The Holland Group, Inc., a registered investment advisor, since 2005, dedicating full-time hours to this role. He also manages My Race Shop, LLC (about half of his time) and Holland Group Promotions, LLC (minimal time), and is involved with Plainer Properties LLC, a real estate holding company.

Employment History
Current Registrations
LPL Financial LLCBroker
June 2025 - Present · 11 mos
The Holland Group, INC.
September 2005 - Present · 20 yrs 8 mos
Previous Registrations
Western International Securities, INC.Broker
December 2016 - June 2025 · 8 yrs 6 mos
Western International Securities
December 2016 - December 2016 · 0 mos
The Securities Center, INC.Broker
November 2004 - January 2017 · 12 yrs 2 mos
Wachovia Securities, LLC
July 2003 - November 2004 · 1 yr 4 mos
Wachovia Securities, LLCBroker
July 2003 - November 2004 · 1 yr 4 mos
Prudential Securities Incorporated
April 2001 - July 2003 · 2 yrs 3 mos
Prudential Securities IncorporatedBroker
November 2000 - July 2003 · 2 yrs 8 mos
State Registrations23 states
AKAZCACOFLGAIAIDILMAMDMEMOMTNVNYORPATXUTVAWAWY
AdvisorBrokerBoth

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.