Gary Holland
Gary Holland is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Worcester, MA, with 38 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
324 Grove Street, Worcester, MA, 01605
Get directionsHistory
Regulatory History (6)
Customer Dispute
May 2024Customer Dispute
September 2023Customer Dispute
October 2010Customer Dispute
November 2005Customer Dispute
November 2004Customer Dispute
May 2003Other Business ActivitiesSells Insurance
Gary is a partner and financial advisor at Archstone Financial, involved in sales and service of insurance, securities, and investment products, working nearly full-time. He is also an independent insurance agent selling fixed insurance products, dedicating minimal time, and a trustee for a condo association.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 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.