Ann HollandCRD Number: 866338
Current Firm: Investment Advisors Corp
Ann Holland (CRD# 866338) is an Investment Advisor Representative working at Investment Advisors Corp in Phoenix, AZ and has over 26 years of experience in the finance industry. Ann 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.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Broker Dealer Financial Services||West Des Moines, IA||Nov 2013 - Current||3|
|Centaurus Financial, Inc.||Orange, CA||Mar 2007 - Nov 2013||6|
|Capital Analysts Inc.||Radnor, PA||Mar 2000 - Mar 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1990|
|S65||NASAA Investment Advisors Law Examination||Oct 1994|
Total Assets Under Management554MILLIONS
Total Number of Accounts4,511ACCOUNTS
Average Account Value$122,763
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV