Jack C. Holland
Professional summary
Jack Cavin Holland is a registered financial advisor currently at GREENSIDE FINANCIAL, LTD located in Hilton Head Island, South Carolina.
Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Jack has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jack Cavin Holland's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 24, 2017 - Present
GREENSIDE FINANCIAL, LTD
July 2, 2012 - February 27, 2017
FIRST ALLIED ADVISORY SERVICES, INC.
August 21, 2009 - July 2, 2012
FIRST ALLIED SECURITIES, INC.
August 21, 2009 - February 27, 2017
FIRST ALLIED SECURITIES, INC.
December 11, 2008 - July 16, 2009
INVESTORS CAPITAL CORP.
December 11, 2008 - July 16, 2009
INVESTORS CAPITAL CORP.
August 1, 1996 - July 7, 2009
MAGIS FINANCIAL PARTNERS
June 9, 1992 - July 16, 2007
WHARTON EQUITY CORPORATION
February 20, 1987 - July 29, 1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
January 20, 1983 - September 2, 2008
RUTHERFORD, BROWN & CATHERWOOD, LLC
November 30, 1982 - December 27, 1982
F. W. BETLEY & ASSOCIATES
April 25, 1978 - June 24, 1982
VALLEY FORGE ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/19/2019)
(2/24/2017)
(6/10/2021)
Exams
Current Firm
GREENSIDE FINANCIAL, LTD
CRD#: 287605 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 97 |
| AUM (Assets Under Management) | $ 38,569,499 |
Red Flags
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