CH
Chad M. Holland
FIRST COMMAND ADVISORY SERVICES
FORT WORTH, TX 76109
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CRD#: 5783897
CH
Professional summary
Chad Mcclintock Holland, who also goes by Chad M Holland, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Fort Worth, Texas and FIRST COMMAND BROKERAGE SERVICES, INC. located in Colorado Springs, Colorado.
Chad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Chad has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chad M Holland
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)Name of the other business: Tres Shocker, LLC ; Whether the business is investment-related: No ; Address of the other business: 15044 Pole Pine Point Colorado Springs CO 80908 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: President ; The start date of your relationship: 1/15/2022 ; The approximate number of hours/month you devote to the other business: 1 to 5 ; The number of hours you devote to the other business during securities trading hours: None ; Briefly describe your duties relating to the other business: Make sure bills are paid, mail is read and reviewed. Final decision on contracts.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Mcclintock 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®
NoneExperience
Current
December 15, 2015 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 1 Firstcomm Plaza, Fort Worth, TX 76109RIA
CRD#: 281958
FORT WORTH, TX
Current
June 15, 2010 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 1277 Kelly Johnson Blvd. Suite 260, Colorado Springs, CO 80920BD
CRD#: 3641
Colorado Springs, CO
Past
January 11, 2013 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
FT WORTH, TX
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".
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - (7/28/2005 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/11/2023)
RR
Arizona(1/4/2018)
RR
California(12/7/2011)
RR
Colorado(6/22/2010)
IAR
Colorado(12/15/2015)
RR
Florida(6/22/2016)
RR
Georgia(3/5/2019)
RR
Hawaii(6/16/2017)
RR
Illinois(7/7/2021)
RR
Indiana(1/3/2023)
RR
Kansas(1/12/2015)
RR
Maryland(4/3/2025)
RR
Missouri(1/5/2021)
RR
Nevada(7/6/2023)
RR
New Jersey(11/17/2016)
RR
New York(6/25/2015)
RR
Ohio(8/9/2023)
RR
Oklahoma(5/3/2022)
RR
Oregon(2/7/2025)
RR
Pennsylvania(11/14/2017)
RR
South Dakota(1/10/2020)
RR
Tennessee(2/7/2025)
RR
Texas(9/16/2011)
IAR
Texas(12/15/2015)
RR
Virginia(10/25/2016)
RR
Washington(11/4/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
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Contact information
Main Address
1 Firstcomm Plaza, Fort Worth, TX 76109
Mailing Address
Po Box 2387, Fort Worth, TX 76113-2387
Phone number
(817) 731-8621
Established
Firm type
Fiscal year end
# of Employees
1,787
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 110,166 |
| AUM (Assets Under Management) | $ 22,090,760,499 |
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.
