Lee E. Holland, Cpa, Cfp

Lee E. Holland, Cpa, Cfp (CRD# 122276) is a financial advisory firm headquartered in Northville, MI. They manage $14,811,507 in 140 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $105,796
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

MI

Financial Advisors at Lee E. Holland, Cpa, Cfp
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer A. Walker
CRD#: 4636014
115 East Dunlap, Northville, MI 48167
88
Wealthminder
score

Jennifer Walker (CRD# 4636014) is an Investment Advisor Representative working at Lee E. Holland, Cpa, Cfp in Northville, MI and has over 2 years of experience in the finance industry.

2
Lee E. Holland
CRD#: 2996313
115 East Dunlap, Northville, MI 48167
86
Wealthminder
score

Lee Holland (CRD# 2996313) is an Investment Advisor Representative working at Lee E. Holland, Cpa, Cfp in Northville, MI and has over 18 years of experience in the finance industry. Lee 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.

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