Terrell F. Holman

FMSA

Hoschton, GA

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CRD#: 1006086

Professional summary

Terrell Floyd Holman, who also goes by Terry Holman, is a registered financial advisor currently at FMSA located in Hoschton, Georgia.

Terrell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Terrell has worked at 15 firms and has passed the Series 65, Series 63, Series 5, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terry Holman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

HOLMAN FINANCIAL SOLUTIONS, LLC (DBA), INVESTMENT RELATED, 6340 SUGARLOAF PARKWAY, SUITE 200, DULUTH, GA 30097, INSURANCE SALES/FINANCIAL PLANNING, OWNER AND AGENT, SINCE 10/2007, APX 40 HOURS A MONTH DURING TRADING HOURS. TAX REDUCTION STRATEGIES, RAISING DOLLARS FOR REAL ESTATE DEVELOPMENT. ISSACHAR CAPITAL GROUP, LLC., not investment related, same address as above, APX 40 HOURS A MONTH DURING TRADING HOURS, RAISING DOLLARS FOR REAL ESTATE DEVELOPMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrell Floyd Holman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 20, 2025 - Present

FMSA

RIA

CRD#: 154136

Hoschton, GA

Past

February 28, 2019 - April 14, 2023

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Gainesville, GA

Past

August 2, 2016 - March 1, 2019

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

DULUTH, GA

Past

January 18, 2005 - October 18, 2007

WFG ADVISORS, LP

RIA

CRD#: 125073

DACULA, GA

Past

January 3, 2005 - October 18, 2007

WFG INVESTMENTS, INC.

CRD#: 22704

DALUCA, GA

Past

September 6, 2002 - December 31, 2004

PRO-INTEGRITY SECURITIES, INC.

RIA

CRD#: 44707

DACULA, GA

Past

April 14, 1999 - December 31, 2004

PRO-INTEGRITY SECURITIES, INC.

CRD#: 44707

LONGVIEW, TX

Past

February 7, 1997 - March 10, 1999

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

October 21, 1993 - February 10, 1997

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

October 25, 1991 - October 21, 1993

AEGON USA SECURITIES INC.

CRD#: 13302

CEDAR RAPIDS, IA

Past

January 3, 1991 - October 23, 1991

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

September 16, 1988 - August 27, 1990

INVESTACORP, INC.

CRD#: 7684

MIAMI, FL

Past

June 23, 1987 - September 16, 1988

JOHNSON, LANE, SPACE, SMITH & CO., INC.

CRD#: 472

Past

July 2, 1985 - July 13, 1987

FSC SECURITIES CORPORATION

CRD#: 7461

Past

January 11, 1983 - July 5, 1985

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

Past

August 24, 1981 - January 3, 1983

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FMSA

FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. | FMSA

CRD#: 154136 / SEC#: 801-71764

RIA

Registered Investment Advisory firm - (8/23/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(3/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/14/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/4/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 5

Date: 10/26/1981

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 8/15/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/26/1996

General Securities Principal Examination

Current Firm

FMSA

FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. | FMSA

CRD#: 154136 / SEC#: 801-71764

RIA

Registered Investment Advisory firm - (8/23/2010 Approved)

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Contact information

Main Address

Delray Beach, FL

Mailing Address

Phone number

(561) 289-2602

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FMSA ADV 2 (3/7/2025)

Regulatory assets under management

Total Number of Accounts	862
AUM (Assets Under Management)	$ 189,133,382

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Terrell F. Holman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrell Floyd Holman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE WEALTH, LLC

HORTER INVESTMENT MANAGEMENT, LLC

WFG ADVISORS, LP

WFG INVESTMENTS, INC.

PRO-INTEGRITY SECURITIES, INC.

PRO-INTEGRITY SECURITIES, INC.

EQUITY SERVICES, INC.

SECURITIES AMERICA, INC.

AEGON USA SECURITIES INC.

IFG NETWORK SECURITIES, INC.

INVESTACORP, INC.

JOHNSON, LANE, SPACE, SMITH & CO., INC.

FSC SECURITIES CORPORATION

THE ROBINSON-HUMPHREY COMPANY, LLC

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

FMSA

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2016

Series 63

Date: 9/4/1981

Series 5

Date: 10/26/1981

Series 7

Date: 8/15/1981

Series 24

Date: 8/26/1996

Current Firm

FMSA

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FMSA

TRUST BUT VERIFY

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