Joshua HollandCRD Number: 5113668
Current Firm: Sycamore Financial Planning, LLC
Joshua Holland (CRD# 5113668) is an Investment Advisor Representative working at Sycamore Financial Planning, LLC in Durham, NC and has over 9 years of experience in the finance industry. Joshua Holland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Sycamore Financial Planning, LLC||Durham, NC||Aug 2015 - Current||8|
|Unemployed||Raleigh, NC||May 2015 - Aug 2015||< 1|
|Fidelity Brokerage Services LLC||Durham, NC||Sep 2012 - Apr 2015||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
|S63||Uniform Securities State Law Examination||Apr 2014|
Total Assets Under Management44MILLIONS
Total Number of Accounts49ACCOUNTS
Average Account Value$891,490
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NC, SC, TX
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