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Financial Advisor in King Of Prussia, PA


The Philadelphia Group
150 South Warner Road, Suite 300 King Of Prussia, PA 19406

Advisor Profile

Name:

Robert Holland

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Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group is a separate entities from LPL Financial. â?¢â??The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: PA, NJ, NY, VA, MD, MA, IL, GA, FL, DE, CO.

General
FAQ

About The Philadelphia Group

Building strong, trusting relationships is the cornerstone of our success. When it comes to managing your wealth, we use processes that strive to protect you, your assets, and your goals.

The Result: providing you sound financial advice every step of the way.

We are a Philadelphia-based planning and financial services firm with over 30 advisors.

The Philadelphia Group is different from your traditional wealth management firms because we operate without any inherent bias that is present in so many financial institutions today. Our independence from proprietary relationships allows our clients to feel truly confident in moving forward with our recommendations and creating a sound financial present and future.

After extensive due diligence, we aligned with LPL Financial, the largest independent broker dealer in the country (as reported by Financial Planning magazine, June 1996-2015, based on total revenue). Our alliance with LPL allows us to gain access to the advanced resources and technology of a large financial institution without sacrificing our boutique firm experience.

We take a comprehensive team approach to our client relationships and are proud to offer Individual and Business Solutions.

General Information

Years of Experience in Financial Services:

Foreign Languages Serviced:

CRD#:

Certified Financial Planner

Work Experience:

Robert B. Holland, CFP®, ChFC®, CLU brings extensive knowledge and experience in the area of comprehensive financial planning, investment management, retirement and estate planning in working with his clients to assist them develop unique strategies to help them put their financial affairs in order.

Bob has been recognized as a Five Star Wealth Manager in the Philadelphia area for the years 2011, 2012,2013, 2014 and 2015. (2012-2015 5 star award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience). A graduate of Grove City College in Grove City, PA he also earned the Certified Financial Planner™ Certification (CFP®), Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®).

Firm CRD#:

6413

States Licensed in:

PA NJ DE NY MD VA NC FL CA GA MA

Number of Years with Current Firm:

Insurance License#:

#43603

Work with the following types of clients:

Businesses, Individual Investors, Small Business Owners

Name of Broker/Dealer:

LPL Financial

States Willing to do Business in:

Greater Delaware Valley

Services

Investment Types:

Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI), Retirement Accounts

Can meet clients in the following ways:

Your Office, Our Office, Your Home

Qualifications & Memberships

Certifications, Accreditations & Designations:

Chartered Financial Consultant (ChFC®), CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLU®)

Securities Licenses:

Series 7, Series 63, (Through LPL Financial)

Insurance and Annuity Licenses:

Long Term Care, Life, Health, Annuity, Disability

Financial Organization Memberships:

Financial Planning Association (FPA)

Firm Information

Assets Managed by Firm:

$500 Million

Assets Managed by Advisor:

$50 Million

Advisor's Number of Clients:

300

Firm's Number of Clients:

300

Advisor's Number of Planning Clients:

Advisor's Number of Managed Clients:

125

Compliance

Criminal Disclosures in Last 5 years:

Have a clean record

Compliance Disclosures in Last 5 years:

Have a clean record

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compensation and Fees

Compensation Methods:

Based on Assets

Minimum Portfolio Size for New Managed Accounts:

$50,000

Fee Structure:

Fee-Based