Howell Booth Holland

Current Employers

Employment History

• 12/1997 → 02/2025
  Concourse Financial Group Securities Inc
  Birmingham, AL
• 07/2014 → Present
  Hal Holland Group
  Birmingham, AL
• 12/2011 → 04/2023
  (Dba) Vision Financial Group, Llc
  Birmingham, AL
• 03/1999 → 02/2025
  Concourse Financial Group Securities Inc
  Birmingham, AL
• 12/1997 → 04/2022
  Ella Valley Wealth Advisors
  Birmingham, AL
• 04/2022 → Present
  (Dba) Ella Valley Wealth Advisors
  Birmingham, AL
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Fayette, AL
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-03-09 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
  Birmingham, AL
  Fayette, AL
  Millport, AL
  Birmingham, AL
  Birmingham, AL

Other Businesses

1) (dba) ELLA VALLEY WEALTH ADVISORS; Investment related; 22 Inverness Center Parkway, Suite 135, Birmingham, AL 35242; Financial Services; Co-owner/Adviser; Start Date 04/2022; 40 hours per month with 35 of those hours per month occurring during trading hours; Conduct financial plans, manage investment accounts, provide financial advice, registered investment and insurance products are used for Retirement, College, and Estate Planning. >> 2) HAL HOLLAND FINANCIAL SERVICES; Investment Related; 22 Inverness Center Parkway, Suite 135, Birmingham, AL 35243; Insurance; Owner; Start Date 10/1993; 10 hours per month with 2 of those 10 hours per month occurring during trading hours; Sales and service of fixed insurance products including but not limited to life, annuity, health, disability and long-term care. >> 3) HAL HOLLAND GROUP; Investment related; 22 Inverness Center Parkway, Suite 135, Birmingham, AL 35243; Group Insurance; Owner; Start Date: 07/2014; 1 hour per month with no hours during trading hours; I refer small to medium companies that need help with group health, dental, life and disability insurance to secondary alliance and Rick Holmes. I refer prospects to his organization; they split commissions with me if business is conducted. Insurance Services for personal and business owner clients. >> 4) WEST ALABAMA BANK & TRUST; Investment Related; 305 2nd Street NE, Fayette, AL, 35555; Financial Services; Financial Advisor; Start Date: 06/2016; 30 hours per month with 20 hours per month during trading hours; Act as the financial advisor for West Alabama Bank 's Fayette, Millport, and Gordo branches. >> 5) HOWELL B HOLLAND JR - INSURANCE; Investment Related; 22 Inverness Center Parkway, Suite 135, Birmingham, AL 35243; Insurance; Agent; Start Date 10/1993; 10 hours per month with 5 of those hours per month occurring during trading hours; Broker life, health, disability, long-term care and fixed annuity insurance products. 6) Member - Trustee Committee; Start Date 04/2022; 1 hour per month with no hours per month occurring during trading hours; Along with the other trustee committee members, managed all aspects of the church's properties and buildings; 7) NAME OF OTHER BUSINESS: FAYETTE FIRST METHODIST CHURCH; INVESTMENT RELATED: NO; ADDRESS: 412 TEMPLE AVE N, FAYETTE, AL 35555; NATURE OF BUSINESS: RELIGION; START DATE: 12/2024; POSITION/TITLE/RELATIONSHIP: FINANCE COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SERVE ON COMMITTEE & REVIEW MONTHLY FINANCIAL STATEMENTS, HELP MAKE DECISION ON DIRECTION OF CHURCH BUDGET; 8) NAME OF OTHER BUSINESS: CHAPPELLE BENEFITS GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RETIREMENT PLAN SERVICES; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: ENTITY SET UP TO CONDUCT RETIREMENT PLAN BUSINESS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-19
• S63 Uniform Securities Agent State Law Examination
  1994-01-04

Other Names

• Hal Holland