Maxwell
Holland

Integrated Advisors Network LLC

CRD#7753273
Investment Advisor
in Columbia, SC

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About this Advisor

Maxwell Holland is a financial advisor based in Columbia, South Carolina, working with Integrated Advisors Network LLC. Maxwell has previously held positions at Wells Fargo Clearing Services, Us Tech Solutions, Kroger, Shred 360, Tandem Investment Advisors, Clemson University, Irmo Highschool, Tri-County Technical College, Capital City Financial Partners, and Integrated Advisors Network, LLC. Maxwell has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in South Carolina. Currently, Maxwell is part of Integrated Advisors Network LLC, which operates out of Columbia, South Carolina. The firm has 45 offices and 88 employees. Integrated Advisors Network LLC manages assets totaling $4.6 billion and serves charitable organizations and high-net-worth individuals. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Integrated Advisors Network LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

6208 Garners Ferry Rd Suite A
Columbia, SC 29209

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Integrated Advisors Network LLC Brokerage Details

Total Assets Under Management

$4,585,500,174

SC Average: $3,042,739,679
Total Number of Employees

88

SC Average: 49
Total Number of Accounts

12,619

SC Average: 2,315
Average Account Size

$363,381

SC Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Maxwell Holland Work History

2025 - Present (0 year)

Integrated Advisors Network, LLC

2024 - Present (1 year)

Capital City Financial Partners

2023 - 2024 (1 year)

Wells Fargo Clearing Services

2023 - 2023 (< 1 year)

Us Tech Solutions

2022 - 2022 (< 1 year)

Tandem Investment Advisors

2021 - 2021 (< 1 year)

Kroger

2020 - 2020 (< 1 year)

Shred 360

2020 - 2023 (3 years)

Clemson University

2019 - 2019 (< 1 year)

Shred 360

2019 - 2020 (1 year)

Tri-County Technical College

2018 - 2018 (< 1 year)

Kroger

2015 - 2019 (4 years)

Irmo Highschool

Disclosures

Please visit the SEC profile of Maxwell Holland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Integrated Advisors Network LLC

Charles Brown
Dallas, TX
Thomas King
Dallas, TX
Maxwell Holland
Columbia, SC
Douglas Shultz
San Diego, CA
Donald Sawyer
Dallas, TX
Gregory Young
Dallas, TX
Michael Norris
Dallas, TX
Audra Mallow
Dallas, TX

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