James Holland

Charlotte , NC

Verified Identity

Partner at

MillenniuM Investment & Retirement Advisors

Years of Experience

32 years

Member Since

2023

Allow Me to Introduce Myself

James Holland is a partner, assistance Compliance Officer and Director of Business Development for MIRA. He is one of the three inventors of the PlanAnalyzer, which is the only patented investment evaluation tool available in the industry. James also does expert consulting for ERISA litigation for...

Clientele

New Investors

Inheritors

Startup Employees

Attorneys & Paralegals

Corporate Executives

Retirees

Doctors

Business Owners

Nurses

Services Provided

Business Retirement Solutions

Investment Management

Retirement Planning

Specialties and Expertise

Retirement Income

Business Ownership Strategies

Succession Planning

Tax Minimization Inv...

Credentials and Designations

Master of Business Administration

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Pricing Models

Flat FeeAUM

Education

Strayer University

MBA

Obtained in 2018

Ohio Wesleyan University

B.S. Economics Management

Obtained in 1990

Disclosures and Proof of License

SEC Profile

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Profile Last Updated: February 18, 2025