Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hugh Holland is an investment advisor representative with LPL Financial LLC based in Grants Pass, OR. Robert is also registered in Texas as an investment advisor representative. Robert Holland has been in the financial services industry since June 18, 1992. Prior to joining LPL Financial LLC, Robert Holland was employed by Cetera Advisors LLC, First Allied Securities, Inc., Ameriprise Financial Services, Inc., Summit Brokerage Services, Inc., UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and A. G. Edwards & Sons, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
08/21/2023 - Present
LPL Financial LLC (GRANTS PASS OR)
OR
09/08/2022 - 08/22/2023
CETERA ADVISORS LLC (GRANTS PASS OR)
OR
07/09/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (GRANTS PASS OR)
OR
02/03/2012 - 07/01/2015
AMERIPRISE FINANCIAL SERVICES, INC. (MEDFORD OR)
OR
10/25/2005 - 02/08/2012
SUMMIT BROKERAGE SERVICES, INC. (GRANTS PASS OR)
NJ
04/27/2001 - 11/04/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
12/13/1994 - 05/03/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
09/23/1992 - 12/13/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CO
06/12/1992 - 09/29/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 02/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/03/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/21/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 06/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Holland is the right advisor for you? Invested Better is here to help.
