Troy Denston

1 Year of Experience

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningEstate PlanningTax PlanningRetirees

Holland Advisory Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

1,025 clients

Average Client Portfolio

$257K average

Assets Under Management

$263.5M

Fee Structure

Minimum Investment:$40K

Location

700 West Granada Blvd, Ormond Beach, FL, 32174

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Holland Advisory Services, INC.

May 2024 - Present · 1 yr 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.