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Kalon Mark Hoard

Holland Advisory Services, Inc.

Ormond Beach, FL

CRD 4182008

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Employer firm

Holland Advisory Services, Inc. CRD 136302

$308M regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • FINANCIAL ADVICE

From the firm’s Form ADV. Read the guides:

Current Employers
Holland Advisory Services, Inc.

700 West Granada Boulevard, Ormond Beach, FL 32174-9036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2005-08-23
  • FL RA
    APPROVED
    Since 2005-08-23

Branch Locations

700 West Granada Blvd., Ormond Beach, FL 32174 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Holland Advisory Services, Inc. Ormond Beach FL 02/2008 Present
Previous Registrations
  • 2003-11-10 → 2005-06-29
    Invest Financial Corporation
    Daytona Beach, FL
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STORMS & ROWDON FINANCIAL SERVICES, INC.
HORNOR, TOWNSEND & KENT, LLC
COMPASS FINANCIAL ADVISORY SERVICES, LLC

Nearby Investors

WADE LEE ROWDON
KEITH JOHN STORMS
Robert George Hallock

Nearby Offices

STORMS & ROWDON FINANCIAL SERVICES, INC. · ORMOND BEACH, FL
HORNOR, TOWNSEND & KENT, LLC · ORMOND BEACH, FL
COMPASS FINANCIAL ADVISORY SERVICES, LLC · ORMOND BEACH, FL

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