Maxwell Kincade Holland
Investment adviser representative at Integrated Advisors Network LLC
11 yearsExperience
1 stateRegistered in
$5.5BFirm assets
11 yearsFirm in business
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Integrated Advisors Network, LLCFeb 2025 to now
- Capital City Financial PartnersMar 2024 to now
- Wells Fargo Clearing ServicesAug 2023 to Feb 2024
- US Tech SolutionsMay 2023 to Aug 2023
- Tandem Investment AdvisorsJun 2022 to Aug 2022
- KrogerMay 2021 to Aug 2021
- Clemson UniversityAug 2020 to May 2023
- Shred 360May 2020 to Aug 2020
- Tri-county Technical CollegeAug 2019 to May 2020
- Shred 360May 2019 to Aug 2019
- KrogerMay 2018 to Aug 2018
- Irmo HighschoolMay 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (SC).
Integrated Advisors Network LLC
$5.5BAssets managed
7,612Clients
79Advisers
11 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
- 7753273
- Firm CRD
- 171991