Roy HollandCRD Number: 6179543
Current Firm: Planfirst Inc.
Roy Holland (CRD# 6179543) is an Investment Advisor Representative working at Planfirst Inc. in Greenville, SC and has 1 year of experience in the finance industry. Roy 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.
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|Planfirst Inc.||Greenville, SC||Jul 2013 - Current||4|
|Planfirst, Inc.||Greenville, SC||Jan 2013 - Jun 2013||< 1|
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|Ed K. Burton, LLC||Toccoa, GA||Aug 2004 - Aug 2007||3|
Total Assets Under Management303MILLIONS
Total Number of Accounts1,514ACCOUNTS
Average Account Value$200,401
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, GA, LA, NC, NH, SC, TX