Rachael Holcomb (CRD# 5880207) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Knoxville, TN and has over 5 years of experience in the finance industry.
CRD# 2030597
Mml Investors Services, LLC
CRD# 5842874
Edward Jones
CRD# 5607422
Pya Waltman Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Hybrid Solutions | Norcross, GA | Jan 2020 - Current | 4 |
| Cosey Financial Services | Knoxville, TN | Jul 2018 - Dec 2019 | 1 |
| State Farm Cindy Doyle | Knoxville, TN | May 2015 - Jul 2018 | 3 |
| State Farm Jim Pope | Germantown, TN | Jun 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TN
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Total Assets Under Management4,939MILLIONS
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Total Number of Accounts20,269ACCOUNTS
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Average Account Value$243,658
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