Michael Holland, financial advisor Oklahoma City OK
93 score

Michael Holland

CRD Number: 1216332
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Michael Holland (CRD# 1216332) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oklahoma City, OK and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Oklahoma City, OK Jan 2014 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City, OK Jan 2014 - Current 3
Bank Of America, N.a. Oklahoma City, OK Dec 2009 - Jan 2014 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City, OK Oct 1984 - Jan 2014 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
S65 NASAA Investment Advisors Law Examination Dec 1995
Contact Info for Michael T. Holland
Phone Number: 800-637-7455
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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