Kyle Andrew Holland
Investment adviser representative at Legacy Financial Advisors
13 yearsExperience
1 stateRegistered in
$139.2MFirm assets
1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Legacy Financial Advisors LLCJun 2024 to now
- Southeastern BankJul 2013 to Jun 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (GA).
Legacy Financial Advisors
Legal name: Legacy Financial Advisors Ii, LLC
$139.2MAssets managed
216Clients
3Advisers
1 yearIn 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
- 7943192
- Firm CRD
- 309156