William Hollan, financial advisor Winston Salem NC
96 score

William Hollan

CRD 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.

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Professional Designations
Company Name Location Dates Years
Arbor Investment Advisors Winston Salem, NC Mar 2011 - Current 5
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
Contact Info for William E. Hollan
Phone Number: 336-777-1677
Firm Website: http://arborinvest.com/
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    433
    MILLIONS
  • Total Number of Accounts
    811
    ACCOUNTS
  • Average Account Value
    $533,347
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

FL, LA, NC, NH, NY, PA, SC, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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