William Michael Holliday
AIF®, CFP®Professional Summary
William Michael Holliday, AIF®, CFP® is a registered financial advisor currently at AIO FINANCIAL, LLC located in Tucson, Arizona. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. William has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Health Care & Long-Term Care Planning
- Tax Planning
- Retirement Planning
- Estate & Legacy Planning
- Investment Management
Specializations
Biography
We are located in Las Vegas, NV; Honolulu, HI; Albuquerque, NM; Tucson, AZ; El Paso, TX; Phoenix,AZ; Los Angeles, CA; Stuart, FL; Palm Springs, CA: and Rochester, NY and have clients throughout the US (and expats worldwide). We can share files securely and meet remotely. We offer a free upfront meeting. AIO has extensive knowledge about Sustainable, Responsible, Impact Investing for clients interested in making an impact with their investments. We provide extensive retirement planning...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
AIO FINANCIAL, LLC | SYLVIA LUCILE MATTESON | SYLVIA L. MATTESON | FINANCIAL FREEDOM ASSOCIATES | FFA FINANCIAL
Contact Information
Main Address
2531 E Richards Pl, Tucson, AZ 85716Phone Number
(520) 325-0769# of Employees
4SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
197AUM (Assets Under Management)
$199,162,733Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
AIO FINANCIAL, LLC | SYLVIA LUCILE MATTESON | SYLVIA L. MATTESON | FINANCIAL FREEDOM ASSOCIATES | FFA FINANCIAL
State Registrations and Notice Filings
(5/10/2005)
(4/20/2021)
(4/23/2021)
(5/18/2021)
(5/5/2021)
(4/22/2021)
(4/22/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view William Michael Holliday's CRS (Customer Relationship Summary).
Services Offered by William
- Financial Planning
- Health Care & Long-Term Care Planning
- Tax Planning
- Retirement Planning
- Estate & Legacy Planning
- Investment Management
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