Kalon M. Hoard

HOLLAND ADVISORY SERVICES

ORMOND BEACH, FL 32174

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CRD#: 4182008

Professional summary

Kalon Mark Hoard, CFP® is a registered financial advisor currently at HOLLAND ADVISORY SERVICES, INC. located in Ormond Beach, Florida.

Kalon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kalon has worked at 6 firms and has passed the Series 7, Series 6 and Series 26 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kalon Mark Hoard'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

August 23, 2005 - Present

HOLLAND ADVISORY SERVICES, INC.

Office #1: 700 West Granada Blvd., Ormond Beach, FL 32174

RIA

CRD#: 136302

ORMOND BEACH, FL

Past

September 11, 2009 - March 1, 2010

HOLLAND INVESTMENT SERVICES, INC.

CRD#: 148492

ORMOND BEACH, FL

Past

November 10, 2003 - June 29, 2005

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

DAYTONA BEACH, FL

Past

October 29, 2003 - June 29, 2005

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

September 18, 2000 - March 2, 2004

CPA FINANCIAL ADVISERS, INC.

CRD#: 44388

DAYTONA BEACH, FL

Past

June 5, 2000 - July 21, 2000

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

June 5, 2000 - July 21, 2000

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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".

HOLLAND ADVISORY SERVICES, INC.

CRD#: 136302 / SEC#: 801-110617

RIA

Registered Investment Advisory firm - (6/12/2017 Approved)

Florida

Registered Investment Advisory firm - (6/27/2017 Terminated)

Michigan

Registered Investment Advisory firm - (5/9/2013 Terminated)

Texas

Registered Investment Advisory firm - (6/27/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(8/23/2005)

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

General Industry/Product Exam

Series 7

Date: 12/23/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/2/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/20/2009

Investment Company Products/Variable Contracts Principal Examination

Current Firm

HOLLAND ADVISORY SERVICES, INC.

CRD#: 136302 / SEC#: 801-110617

RIA

Registered Investment Advisory firm - (6/12/2017 Approved)

Florida

Registered Investment Advisory firm - (6/27/2017 Terminated)

Michigan

Registered Investment Advisory firm - (5/9/2013 Terminated)

Texas

Registered Investment Advisory firm - (6/27/2017 Terminated)

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Contact information

Main Address

700 West Granada Boulevard, Ormond Beach, FL 32174-9036

Mailing Address

Phone number

(386) 671-7526

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

FIRM BROCHURE (6/18/2025)

Regulatory assets under management

Total Number of Accounts	1,024
AUM (Assets Under Management)	$ 263,528,675

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/24/2025	Cover Page	Report
03/04/2024	Cover Page	Report
09/22/2022	Cover Page	Report

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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Kalon M. Hoard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kalon Mark Hoard's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOLLAND INVESTMENT SERVICES, INC.

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

CPA FINANCIAL ADVISERS, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

HOLLAND ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 7

Date: 12/23/2009

Series 6

Date: 6/2/2000

Series 26

Date: 1/20/2009

Current Firm

HOLLAND ADVISORY SERVICES, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HOLLAND ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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