Richard Lewis Holland
Investment adviser representative at Monterey Wealth
14 yearsExperience
1 stateRegistered in
$300.1MFirm assets
6 yearsFirm in business
Are you Richard Lewis Holland? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Monterey WealthMay 2026 to now
- Monterey Wealth Partners LLCMar 2026 to now
- Wealthspire Retirement AdvisoryOct 2025 to Mar 2026
- Nfp Retirement, Inc.Dec 2021 to Oct 2025
- Afs Advisors, LLCApr 2012 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1991
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (GA).
Monterey Wealth
Legal name: Monterey Wealth Partners LLC
$300.1MAssets managed
157Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1624264
- Firm CRD
- 172577