Tracey Holcombe, financial advisor Columbus MS

Tracey Holcombe

CRD Number: 5275034
Current Firm: Householder Group Estate & Retirement Specialists

Tracey Holcombe (CRD# 5275034) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Columbus, MS and has over 14 years of experience in the finance industry.

Similar Advisors
Diane Bardon, financial advisor Columbus MS
Diane M. Bardon
CRD# 6155221
Lpl Financial LLC
Similar Advisors
Suzette Bates, financial advisor Columbus MS
Suzette B. Bates
CRD# 4904954
Householder Group Estate & Retirement Specialists
Similar Advisors
Lauren Black, financial advisor Columbus MS
Lauren C. Black
CRD# 5619132
Raymond James Financial Services Advisors, Inc.
Company Name Location Dates Years
Lpl Financial LLC Columbus, MS Feb 2016 - Current 5
Nickels Wealth Management Columbus, MS Feb 2016 - Current 5
Householder Group Estate & Retirement Specialists Columbus, MS Feb 2016 - Current 5
National Planning Corporation Columbus, MS Apr 2015 - Feb 2016 < 1
Fincon Columbus, MS Sep 2006 - Feb 2016 9
Girard Securities, Inc. San Diego, CA Nov 2006 - Apr 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2007
S66 NASAA Uniform Combined State Law Examination Dec 2016
Contact Info for Tracey A. Holcombe
Phone Number: 602-604-0600
Registered State(s):
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    867
    MILLIONS
  • Total Number of Accounts
    4,755
    ACCOUNTS
  • Average Account Value
    $182,305
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.