Michael Holland, financial advisor Louisville KY
89 score

Michael Holland

CRD Number: 6099855
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC

Michael Holland (CRD# 6099855) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Louisville, KY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Jjb Hilliard Wl Lyons LLC Louisville, KY Jul 2012 - Current 4
Lifegate Church Lexington, KY Apr 2009 - Current 7
Iniversity Of Kentucky Lexington, KY Aug 2006 - May 2012 5
Olive Garden Lexington, KY Jun 2009 - Aug 2010 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Michael T. Holland
Phone Number: 502-588-8400
Firm Website: http://www.hilliard.com
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    6,179
    MILLIONS
  • Total Number of Accounts
    21,382
    ACCOUNTS
  • Average Account Value
    $288,982
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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

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