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Michael H
Series 66
San Diego, CA
The Holland Group, Inc.
Michael Holland is a financial advisor with The Holland Group, Inc. in San Diego, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial and Western International Securities, Inc., and has been involved with The Holland Group, Inc. since 2005. Outside of advisory services, he is a business owner of Holland Group Promotions LLC and MY RACE SHOP LLC. The Holland Group, Inc. provides discretionary investment management primarily to individual and high-net-worth clients, with portfolios focused on listed equities and other securities. The firm uses fundamental, technical, and economic analysis supported by asset-allocation software and offers active rebalancing through its Strategic Wealth Management program.
William H
Series 63
San Diego, CA
The Holland Group, Inc.
William Holland is a financial advisor with The Holland Group, Inc. in San Diego, CA, holding a Series 63 designation and over 57 years of industry experience. His prior roles include positions at Western International Securities, Inc. and LPL Financial. The Holland Group provides discretionary investment management services primarily to individual and high-net-worth clients, focusing on personalized portfolios that emphasize listed equities. The firm employs a combination of fundamental, technical, and economic analysis alongside asset-allocation software and active monitoring, using diversification and periodic rebalancing as key risk-management strategies.
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