Henry Ford N. Holland

HOLLAND FINANCIAL SERVICES

Athens, GA 30606

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CRD#: 1188037

Professional summary

Henry Ford Nelson Holland, CFP®, who also goes by Henry F Nelson Holland Jr, Henry Fnelson Holland Jr, Henry Nelson Holland Jr, Henry Ford Nelson Holland Jr, Henry Ford Nelson Holland, Jr. Jr, is a registered financial advisor currently at HOLLAND FINANCIAL SERVICES, INC. located in Athens, Georgia.

Henry Ford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Henry Ford has worked at 7 firms and has passed the Series 63, Series 22 and Series 6 exams.

Question & Answer

What are your service offerings?

Tax Planning

Employee and Employer Plan Ben...

Estate Planning

Investment Planning

Comprehensive Financial Planni...

Insurance Planning

Health Care

Are you a "fiduciary"?

Yes

Aliases

Henry F Nelson Holland Jr | Henry Fnelson Holland Jr | Henry Nelson Holland Jr | Henry Ford Nelson Holland Jr | Henry Ford Nelson Holland, Jr. Jr

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.

1-HOLLAND FINANCIAL SERVICES INC.; NON-INVESTMENT RELATED; 1 HUNTINGTON ROAD, STE. 804, ATHENS GA 30606; INSURANCE/EMPLOYEE BENEFITS; PRESIDENT; 1992; 10 HRS/MONTH; MINIMAL-AVG. 20-30 MIN/DAY; COMPENSATION-YES; 9 BUSINESSES INSURANCE, EE BENEFITS-GROUP HEALTH, LIFE, LTD, DENTAL, ER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry Ford Nelson Holland's 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®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

May 21, 2003 - Present

HOLLAND FINANCIAL SERVICES, INC.

Office #1: 1 Huntington Road Suite 804, Athens, GA 30606

RIA

CRD#: 125812

Athens, GA

Past

December 16, 2003 - December 31, 2012

TRIAD ADVISORS LLC

CRD#: 25803

ATHENS, GA

Past

August 18, 1998 - December 31, 2003

DEMPSEY FINANCIAL NETWORK, INC.

CRD#: 38330

ATLANTA, GA

Past

September 26, 1997 - August 24, 1998

CENTENNIAL CAPITAL MANAGEMENT, INC.

CRD#: 38988

ATLANTA, GA

Past

May 30, 1996 - November 30, 1998

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

May 8, 1996 - September 26, 1997

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

February 15, 1994 - August 5, 1994

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

September 2, 1983 - May 14, 1996

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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
(5/21/2003)

IAR

Texas
(3/1/2012)

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

Series 63

Date: 2/2/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 22

Date: 12/19/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 8/27/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HOLLAND FINANCIAL SERVICES, INC.

CRD#: 125812 / SEC#:

Georgia

Registered Investment Advisory firm - (3/19/2003 Approved)

Texas

Registered Investment Advisory firm - (2/24/2012 Conditional Restricted)

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Contact information

Main Address

1 Huntington Road Suite 804, Athens, GA 30606

Mailing Address

Phone number

(706) 369-8888

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	312
AUM (Assets Under Management)	$ 71,134,940

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Henry Ford N. Holland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry Ford Nelson Holland's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD ADVISORS LLC

DEMPSEY FINANCIAL NETWORK, INC.

CENTENNIAL CAPITAL MANAGEMENT, INC.

JOHN HANCOCK DISTRIBUTORS LLC

CADARET, GRANT & CO., INC.

JOHN HANCOCK DISTRIBUTORS LLC

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/2/1984

Series 22

Date: 12/19/1984

Series 6

Date: 8/27/1983

Current Firm

HOLLAND FINANCIAL SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HOLLAND FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

Contact information

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