Gregory Holland, financial advisor Bethlehem PA
89 score

Gregory Holland

CRD Number: 6252401
Current Firm: Kms Financial Services, Inc.

Gregory Holland (CRD# 6252401) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Bethlehem, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Kms Financial Services, Inc. Seattle, WA Sep 2013 - Current 3
United Airlines Chicago, IL Aug 1989 - Current 27
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Gregory Holland
Phone Number: [206]441-2885
Registered State(s):
  • FL
  • MD
  • VA
  • GA
  • HI
  • IL
  • NC
  • PA
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    5,174
    MILLIONS
  • Total Number of Accounts
    24,587
    ACCOUNTS
  • Average Account Value
    $210,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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