Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edwin Hollan is a financial advisor at Arbor Investment Advisors. William has been with the firm since March 2011. William is a Certified Financial Planner and holds the Series 65 license. William is registered as an Investment Advisor Representative in North Carolina and Texas. William specializes in providing financial planning, portfolio management for individuals, and portfolio management for charitable organizations. William has over 10 years of experience in the financial services industry.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio mgmt foundations & money pension purchase plan; consulting pursuant to erisa 404c
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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NC
01/31/2017 - Present
Arbor Investment Advisors (WINSTON SALEM NC)
IA
Issued 05/12/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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