Kyle Holland has been an investment adviser representative at Legacy Financial Advisors II since June 2024, and is not listed among the firm’s executive officers or direct owners.
Legacy Financial Advisors II, LLC is a firm with $139M under management, 216 clients and 3 advisers across 3 offices, as of its February 2026 filing.
- Legacy Financial AdvisorsCurrent– present · 2 yearsSt Simons Island, GA · Adviser representative · Firm CRD 309156
Investment adviser representative registrations
Kyle Holland is registered as an investment adviser representative in Georgia, since June 2024.
- GeorgiaSince 24 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 June 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kyle Andrew Holland
- CRD
- 7943192
- Firm
- Legacy Financial Advisors II · CRD 309156
- Office
- St Simons Island, GA
- Registration
- Investment adviser registration
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Kyle Holland work?
Kyle Holland is an investment adviser representative registered through Legacy Financial Advisors II, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Holland a financial advisor?
Yes. Kyle Holland has a current investment-adviser registration in Georgia, through Legacy Financial Advisors II since June 2024.
How many years of experience does Kyle Holland have?
Kyle Holland has 2 years in the financial industry, since June 2024, across 1 adviser firm.
What exams has Kyle Holland passed?
Kyle Holland passed the Series 65 in June 2024.
Where is Kyle Holland based?
Kyle Holland’s registered office is in St Simons Island, GA.
Is Kyle Holland registered with FINRA?
No. Kyle Holland has no current broker registration.
How can I verify Kyle Holland’s record?
Search CRD 7943192 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Holland’s full registration record.