William HollanCRD Number: 5905389
Current Firm: Arbor Investment Advisors
William Hollan (CRD# 5905389) is an Investment Advisor Representative working at Arbor Investment Advisors in Winston Salem, NC and has over 5 years of experience in the finance industry. William Hollan 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.
Triad Financial Advisors, Inc.
Nfp Advisor Services, LLC
Ameriprise Financial Services, Inc.
|Arbor Investment Advisors||Winston Salem, NC||Mar 2011 - Current||6|
|Branch Banking & Trust Company||Winston-salem, NC||Aug 2000 - Mar 2011||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2011|
Total Assets Under Management433MILLIONS
Total Number of Accounts811ACCOUNTS
Average Account Value$533,347
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
FL, LA, NC, NH, NY, PA, SC, TX