Jack Holland (CRD# 851442) is an Investment Advisor Representative working at Greenside Financial, Ltd in Hilton Head Island, SC and has over 38 years of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 5979110
Sound View Wealth Advisors Group, LLC
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenside Financial, Ltd | Hilton Head, SC | Feb 2017 - Current | 7 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Jul 2012 - Feb 2017 | 4 |
| First Allied Securities, Inc. | San Diego, CA | Aug 2009 - Feb 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1995 |
- DE
- SC
- TX
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts84ACCOUNTS
-
Average Account Value$377,913
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DE, SC, TX
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