Michael G. Hollars

CLIENT FIRST FINANCE LLC

SUNNYVALE, CA

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CRD#: 4964058

Professional summary

Michael Grant Hollars, CFP®, who also goes by Mike Hollars, is a registered financial advisor currently at CLIENT FIRST FINANCE LLC located in Sunnyvale, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Hollars

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 Michael Grant Hollars'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

Experience

Current

August 24, 2005 - Present

CLIENT FIRST FINANCE LLC

RIA

CRD#: 135642

SUNNYVALE, CA

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

California
(8/24/2005)

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Exams

State Security Law Exam

IAR

Series 65

Date: 4/29/2005

Uniform Investment Adviser Law Examination

Current Firm

CLIENT FIRST FINANCE LLC

CRD#: 135642 / SEC#:

California

Registered Investment Advisory firm - (8/24/2005 Approved)

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Contact information

Main Address

Sunnyvale, CA

Mailing Address

Phone number

(408) 472-5655

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Michael G. Hollars

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Grant Hollars's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLIENT FIRST FINANCE LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/29/2005

Current Firm

CLIENT FIRST FINANCE LLC

Contact information

Documents

Red Flags

Company Information

CLIENT FIRST FINANCE LLC

TRUST BUT VERIFY

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