William Michael Holliday
Investment adviser representative at Aio Financial, LLC
22 yearsExperience
7 statesRegistered in
CFP® certificationDesignation
$199.2MFirm assets
Are you William Michael Holliday? 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
Experience
22 years in the industry.
- Aio Financial, LLCAug 2004 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 7 states (AZ, CA, CO, HI, NV, OR, WA).
Aio Financial, LLC
$199.2MAssets managed
197Clients
2Advisers
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
- 4930333
- Firm CRD
- 114030