Curtis William Holland
Investment adviser representative at Tlg Advisors, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.3BFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Tlg Advisors, Inc.Jan 2026 to now
- Simplicity InvestmentsJan 2026 to now
- Lincoln Financial DistributorsJun 2025 to now
- Hopwood Financial Services, Inc.Apr 2022 to May 2025
- Global Advisor GroupJul 2021 to Apr 2022
- LPL Financial LLCNov 2020 to Jan 2021
- College Student At Virginia TechAug 2018 to May 2021
- Coastal Carolina UniversityAug 2017 to Jul 2018
- StudentSep 2013 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Tlg Advisors, Inc.
$2.3BAssets managed
5,161Clients
298Advisers
25 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
- 7317676
- Firm CRD
- 111052