George W. Holland

BCM ADVISORS

LAFAYETTE, LA 70503

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CRD#: 2005943

Professional summary

George Whitfield Holland IV is a registered financial advisor currently at BCM ADVISORS, LLC located in Lafayette, Louisiana.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. George has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 4, Series 24 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Oil Center Association Board of Directors member 110 Travis St, Ste 224, Lafayette, LA 70503 Non-profit corporation promoting the business and professional community within Lafayette, LA's Oil Center. 2024-Present. Mr. Holland devotes 4 hours per month to these activities during business hours. Member of the Board of Directors.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Whitfield Holland IV'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

July 15, 2009 - Present

BCM ADVISORS, LLC

Office #1: 1018 Harding Street Suite 104, Lafayette, LA 70503

RIA

CRD#: 107946

LAFAYETTE, LA

Past

December 12, 2007 - July 10, 2009

CULLEN INVESTMENT GROUP, LTD.

CRD#: 18266

LAFAYETTE, LA

Past

October 16, 2007 - July 10, 2009

CULLEN INVESTMENT GROUP, LTD.

RIA

CRD#: 18266

LAFAYETTE, LA

Past

September 21, 1993 - November 1, 2005

CULLEN INVESTMENT GROUP, LTD.

CRD#: 18266

OPELOUSAS, LA

Past

February 25, 1992 - June 24, 1993

AMERICAN SECURITIES MANAGEMENT, INC.

CRD#: 29475

Past

December 19, 1989 - March 17, 1992

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

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".

BCM ADVISORS, LLC

BCM ADVISORS, LLC | BILLEAUD CAPITAL MANAGEMENT, LLC | BILLEAUD CAPITAL MANAGEMENT INC

CRD#: 107946 / SEC#: 801-56006

RIA

Registered Investment Advisory firm - (11/6/1998 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

Alaska
(3/14/2022)

IAR

Louisiana
(7/15/2009)

IAR

Texas
(11/7/2016)

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: 6/5/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/14/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/16/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 7/3/2003

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 5/17/2000

General Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 1/13/1992

Financial and Operations Principal Examination

Current Firm

BCM ADVISORS, LLC

BCM ADVISORS, LLC | BILLEAUD CAPITAL MANAGEMENT, LLC | BILLEAUD CAPITAL MANAGEMENT INC

CRD#: 107946 / SEC#: 801-56006

RIA

Registered Investment Advisory firm - (11/6/1998 Approved)

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Contact information

Main Address

1018 Harding St., Suite 104, Lafayette, LA 70503

Mailing Address

P.o. Box 51162, Lafayette, LA 70505

Phone number

(337) 233-7758

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A V02.18.2025 (2/18/2025)

Regulatory assets under management

Total Number of Accounts	493
AUM (Assets Under Management)	$ 666,235,191

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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George W. Holland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Whitfield Holland IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

CULLEN INVESTMENT GROUP, LTD.

CULLEN INVESTMENT GROUP, LTD.

CULLEN INVESTMENT GROUP, LTD.

AMERICAN SECURITIES MANAGEMENT, INC.

VP DISTRIBUTORS LLC

Primary Firm SEC Registration

BCM ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/5/2016

Series 63

Date: 8/14/2003

Series 7

Date: 12/16/1989

Series 4

Date: 7/3/2003

Series 24

Date: 5/17/2000

Series 27

Date: 1/13/1992

Current Firm

BCM ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BCM ADVISORS, LLC

TRUST BUT VERIFY

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