Karen Meyer Holland

Current Employers

Employment History

• 09/2014 → 11/2019
  Hobart Financial Group
  Charlotte, NC
• 09/2014 → 04/2019
  Gf Investment Services, Llc
  Sarasota, FL
• 09/2014 → 02/2018
  Global Financial Private Capital
  Sarasota, FL
• 01/2015 → 11/2019
  Hobart Private Capital, Llc
  Charlotte, NC
• 05/2019 → 10/2020
  Cape Securities, Inc.
  Mcdonough, GA
• 10/2020 → 05/2023
  Dempsey Lord Smith, Llc
  Rome, GA
• 05/2023 → Present
  Fusion Capital Management
  Coppell, TX

Previous Registrations

• 2020-10-22 → 2023-05-23
  Dempsey Lord Smith, Llc
  Charlotte, NC
  Rome, GA
  Rome, GA
  Charlotte, NC
  Rome, GA
  Charlotte, NC
• 2020-09-21 → 2020-10-26
  Cape Investment Advisory, Inc.
  Charlotte, NC
  Mcdonough, GA
• 2018-02-15 → 2019-11-04
  Hobart Wealth
  Charlotte, NC
• 2014-09-16 → 2018-02-14
  Global Financial Private Capital, Inc.
  Charlotte, NC
  Sarasota, FL
• 2010-10-28 → 2014-09-15
  Kalos Management
  Belmont, GA
  Ponte Vedra Beach, FL
• 2009-04-16 → 2010-11-08
  J P Turner & Company Capital Management, Llc
  Matthews, NC
• 2006-12-15 → 2008-10-14
  Voya Financial Advisors, Inc.
  Tampa, FL
  Matthews, NC
• 2004-02-25 → 2005-07-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Huntersville, NC

Other Businesses

HOLLAND WEALTH MANAGEMENT / IMPACT - START DATE OF 9/16/2020; MARKETING INSURANCE, ANNUITY INVESTMENTS AS AN INSURANCE AGENT. 30 HOURS DURING TRADING HOURS; RESPONSIBILITIES RELATED TO THIS BUSINESS ARE INVESTMENT ADVISORY TO CLIENTS, ANALYSIS OF THEIR FINANCIAL OBJECTIVE AND RISK.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-12
• S63 Uniform Securities Agent State Law Examination
  1993-01-15

Other Names

• Karen Kristy Holland
• Karen Kristy Meyer
• Karen Eubanks