Kalon Mark Hoard
Investment adviser representative at Holland Advisory Services, Inc.
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$307.7MFirm assets
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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
18 years in the industry.
- Holland Advisory Services, Inc.Feb 2008 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Holland Advisory Services, Inc.
$307.7MAssets managed
527Clients
11Advisers
9 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
- 4182008
- Firm CRD
- 136302