Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynard? Claim Your ProfileLynard Holland is a financial advisor currently registered with Truist Advisory Services, Inc., working out of the Franklin, TN branch office. Lynard has been in the industry since 2009. His previous experience includes time at Edward Jones and Fifth Third Securities, Inc.. Lynard holds the Series 66, SIE, and Series 7 licenses. Lynard is licensed in 20 states. Lynard specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. He offers services including financial planning, portfolio management, and wrap fee products.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
10/18/2022 - Present
Truist Advisory Services, Inc. (FRANKLIN TN)
TN
07/14/2016 - 10/17/2022
FIFTH THIRD SECURITIES, INC. (NASHVILLE TN)
TN
07/03/2009 - 07/12/2016
EDWARD JONES (KINGSTON SPRINGS TN)
BOTH
Issued 07/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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