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Kalon Mark Hoard

Holland Advisory Services, Inc.

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About Kalon Mark Hoard

Kalon Mark Hoard is a registered Investment Advisor Representative with Holland Advisory Services, Inc. in Ormond Beach, Florida. Kalon is also a Certified Financial Planner. Kalon has been in the financial industry since 2000 and has experience with a variety of firms including Holland Investment Services, Inc., Invest Financial Corporation and CPA Financial Advisers, Inc. Kalon has passed the Series 6, Series 7 and Series 26 examinations and specializes in providing Financial Advice, Financial Planning, and Portfolio Management for Individuals.

Firm Information

Kalon Hoard is currently registered with Holland Advisory Services, Inc.. Holland Advisory Services, Inc. is an investment advisor based in Ormond Beach, Florida, with 8 licensed agents and 7 investment advisor representatives. The firm has approximately $232.5 million in regulatory assets under management, with a majority of its clients being individuals other than high-net-worth individuals. They offer financial planning, pension consulting, and portfolio management services for individuals and corporations.
Holland Advisory Services, Inc.

700 WEST GRANADA BOULEVARD

ORMOND BEACH, FL 32174-9036

$232.52M

Assets Under Management

29

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial advice

Financial advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kalon Hoard’s Registration & Firm History

FL

08/23/2005 - Present

Holland Advisory Services, Inc. (ORMOND BEACH FL)

FL

09/11/2009 - 03/01/2010

HOLLAND INVESTMENT SERVICES, INC. (ORMOND BEACH FL)

WI

10/29/2003 - 06/29/2005

INVEST FINANCIAL CORPORATION (APPLETON WI)

FL

09/18/2000 - 03/02/2004

CPA FINANCIAL ADVISERS, INC. (DAYTONA BEACH FL)

MA

06/05/2000 - 07/21/2000

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/05/2000 - 07/21/2000

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/20/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/23/2009

Series 7 - General Securities Representative Examination

BC

Issued 06/02/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kalon Mark Hoard.
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