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RIA / WealthAdvisor17 years in industry

COREY ANDREW HOLLAND

Advisor at FISHER INVESTMENTS

Franklin, TN | PLANO, TX

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Search this name across graphsid dfx:ria:4ee8588c-3afb-bfc5-e3cd-f41c21989571

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 17, 2009 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FISHER INVESTMENTS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 6, 2009
First registration: Nov 17, 2009
Dual registered: no
Other names: Corey Holland|COREY ANDREW HOLLAND
IAPD individual key: 5714765

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FISHER INVESTMENTS	Independent wealth	Jan 14, 2026	n/a	yes	Franklin, TN\|PLANO, TX	Current employment
FISHER INVESTMENTS	Independent wealth	Dec 20, 2019	Aug 23, 2024	no	SCOTTSDALE, AZ\|PHOENIX, AZ\|SCOTTSDALE, AZ\|PLANO, TX\|PHOENIX, AZ\|FLAGSTAFF, AZ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 6, 2018	Dec 11, 2019	no	PHOENIX, AZ	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 29, 2018	Dec 10, 2018	no	SCOTTSDALE, AZ\|SCOTTSDALE, AZ	Previous registration
EDWARD JONES	National bd RIA	Nov 17, 2009	Apr 4, 2018	no	ARLINGTON, TX\|ST LOUIS, MO\|PHOENIX, AZ\|SCOTTSDALE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FISHER INVESTMENTS	Dec 11, 2019	Dec 20, 2019	9	Firm change	Wirehouse to RIA
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Dec 10, 2018	Dec 6, 2018	-4	Firm change	Wirehouse to wirehouse
EDWARD JONES	WELLS FARGO ADVISORS	Apr 4, 2018	Mar 29, 2018	-6	Firm change	Ibd to wirehouse

Relationships

Registered with (4)

→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Dec 20, 2019 to Aug 23, 2024factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 6, 2018 to Dec 11, 2019factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 29, 2018 to Dec 10, 2018factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Nov 17, 2009 to Apr 4, 2018factForm ADV

Dated events

No dated event names this entity yet.