Mary HolcombCRD Number: 4171826
Current Firm: Lpl Financial LLC
Mary Holcomb (CRD# 4171826) is an Investment Advisor Representative working at Lpl Financial LLC in Hattiesburg, MS and has over 19 years of experience in the finance industry.
Cetera Investment Advisers LLC
Icom Advisors, LLC
Simplified Wealth Management
|Lpl Financial LLC||Hattiesburg, MS||Oct 2019 - Current||3|
|Cetera Investment Advisers LLC||Hattiesburg, MS||Jun 2019 - Jul 2019||< 1|
|First Bank||Hattiesburg, MS||Jun 2019 - Jul 2019||< 1|
|Cetera Investment Services LLC||St. Cloud, MN||Jun 2019 - Jul 2019||< 1|
|Infinex Investments, Inc.||Jackson, MS||Dec 2013 - Jun 2019||5|
|Bancorpsouth Investment Services Inc.||Hattiesburg, MS||Nov 1999 - Dec 2013||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2003|
|S65||NASAA Investment Advisors Law Examination||Apr 2008|
Total Assets Under Management368,019MILLIONS
Total Number of Accounts1,688,501ACCOUNTS
Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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