Holland Advisory Services, Inc.

Holland Advisory Services, Inc. (CRD# 136302) is a financial advisory firm headquartered in Ormond Beach, FL. They manage $97,224,047 in 686 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    686
    ACCOUNTS
  • Average Account Value
    $141,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Holland Advisory Services, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
David D. Holland
CRD#: 2612007
700 West Granada Blvd, Ormond Beach, FL 32174
96
Wealthminder
score

David Holland (CRD# 2612007) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has over 7 years of experience in the finance industry. David 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.

2
Hady H. Lagrotta
CRD#: 5621461
700 West Granada Blvd., Ormond Beach, FL 32174
96
Wealthminder
score

Hady Lagrotta (CRD# 5621461) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has over 7 years of experience in the finance industry.

3
Angela A. Pinkerton
CRD#: 2489091
700 W. Granada Blvd., Ormond Beach, FL 32174
96
Wealthminder
score

Angela Pinkerton (CRD# 2489091) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has over 22 years of experience in the finance industry. Angela Pinkerton 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.

4
Kalon M. Hoard
CRD#: 4182008
700 West Granada Blvd., Ormond Beach, FL 32174
90
Wealthminder
score

Kalon Hoard (CRD# 4182008) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has 1 year of experience in the finance industry. Kalon Hoard 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.

5
Thomas J. Claud
CRD#: 6353290
700 West Granada Boulevard, Ormond Beach, FL 32174
88
Wealthminder
score

Thomas Claud (CRD# 6353290) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has 1 year of experience in the finance industry.

6
Samuel C. Campen
CRD#: 6544917
700 West Granada Boulevard, Ormond Beach, FL 32174
87
Wealthminder
score

Samuel Campen (CRD# 6544917) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has 1 year of experience in the finance industry.

7
Robert J. Mara
CRD#: 6622317
700 West Granada Boulevard, Ormond Beach, FL 32174
87
Wealthminder
score

Robert Mara (CRD# 6622317) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has 1 year of experience in the finance industry.

8
Amy L. Williamson
CRD#: 6366423
700 West Granada Boulevard, Ormond Beach, FL 32174
75
Wealthminder
score

Amy Williamson (CRD# 6366423) is an Investment Advisor Representative working at Holland Advisory Services, Inc. in Ormond Beach, FL and has 1 year of experience in the finance industry.

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