A. David  Holland,  CFP<sup>&reg;</sup> - Financial Advisor

A. David Holland, CFP®

Managing Director

Optimum Investment Advisors

7156 Elm Creek Lane
Dallas, TX 75252
(312) 371-6143

General

A. David Holland is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Optimum Investment Advisors in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 24, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CTFA

Insurance Licenses

  • Life insurance: KY, IN, IL
  • Health/disability insurance: KY, IN, IL
  • Variable annuities: KY, IN, IL

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Getting Divorced, Life Planning, Retirement, Succession Planning, Sudden Wealth

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