Holland Advisory Services, Inc., operating from The Holland Financial Center on West Granada Boulevard in Ormond Beach, Florida, is an independent, SEC-registered fiduciary investment adviser and retirement income planning firm serving retirees and pre-retirees across Ormond Beach, Daytona Beach, Port Orange, and Volusia County. Founded by CEO David D. Holland, CPA/PFS, CLU®, ChFC®, CTFA—host of PlanStrongerTV®—and led alongside President Angela ("Angel") Pinkerton, CFP®, Chief Administrative Officer Kalon Hoard, CFP®, AAMS™, AWMA™, and Senior Financial Adviser Miranda Mumma, CFP®, ChFC®, the firm integrates fiduciary portfolio management with CPA-coordinated tax planning through affiliated Holland, Tacinelli & Klayer, Inc.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Holland Advisory Services, Inc.); SEC IAPD Individual Profile (David Dean Holland, CPA/PFS, ChFC®); SEC IAPD Individual Profile (Angela Pinkerton, CFP®); Holland Financial / PlanStronger Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-110617; independent fiduciary Registered Investment Adviser headquartered at The Holland Financial Center, 700 W Granada Blvd, Ormond Beach, FL.
Issuer: AICPA / CFP Board / SEC IAPD
Notes: Led by Founder & CEO David Dean Holland, CPA/PFS, CLU®, ChFC®, CTFA (CRD #6082732), President Angela ('Angel') Pinkerton, CFP® (CRD #2489091), Chief Administrative Officer Kalon Hoard, CFP®, AAMS™, AWMA™ (CRD #4182008), and Senior Financial Adviser Miranda Mumma, CFP®, ChFC® (CRD #7179758).
Factual details and direct answers about Holland Advisory Services, Inc.'s services, licensing, and credentials.
How is Holland Advisory Services in Ormond Beach registered with regulators?
Holland Advisory Services, Inc. is an independent, SEC-registered Investment Adviser (CRD #136302, SEC File #801-110617) operating under a fiduciary standard of care for retirees and families in Volusia County.
What professional credentials do the advisors at Holland Advisory Services hold?
The leadership team includes Founder & CEO David D. Holland, CPA/PFS, CLU®, ChFC®, CTFA (CRD #6082732), President Angel Pinkerton, CFP® (CRD #2489091), Kalon Hoard, CFP®, AAMS™, AWMA™ (CRD #4182008), and Miranda Mumma, CFP®, ChFC® (CRD #7179758).
Where is Holland Advisory Services located in Volusia County?
The firm is headquartered at The Holland Financial Center, 700 West Granada Boulevard, Suite 200, Ormond Beach, Florida 32174.
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