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Parker R Holland

Freedom Investment Management, Inc.

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About Parker R Holland

Parker Holland is a financial advisor with Freedom Investment Management, Inc., Capital Financial Advisory Group, LLC and Foundations Investment Advisors LLC. Parker Holland is registered with the state of North Carolina. Parker Holland has been in the securities industry since October 8, 2015. The advisor has 1 state exam, 2 product exams, and 0 principal exams. Parker Holland's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Pension Consulting, and Selection of Other Advisers. Parker Holland has a designation as a Chartered Financial Consultant.

Firm Information

Parker Holland is currently registered with Freedom Investment Management, Inc.. Freedom Investment Management, Inc. is an investment advisor based in Hartford, CT. The firm provides a range of services, including financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Freedom Investment Management manages approximately $2.01 billion in assets for a diverse client base, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm also offers wrap fee programs.
Freedom Investment Management, Inc.

100 CONSTITUTION PLZ

HARTFORD, CT 06103-1703

$2.01B

Assets Under Management

776

Total Clients

16

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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model provider/strategist

Model provider/strategist

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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percentage of assets

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

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other

Minimum monthly account fee

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Parker Holland’s Registration & Firm History

NC

08/23/2016 - Present

Freedom Investment Management, Inc. (Apex NC)

IL

10/08/2015 - 06/17/2016

WORLD EQUITY GROUP, INC. (SCHAUMBURG IL)

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Licenses & Designations

BOTH

Issued 11/05/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Parker R Holland.
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