Rachael Holcomb, financial advisor Knoxville TN

Rachael Holcomb

CRD Number: 5880207
Current Firm: Osaic Advisory Services, LLC

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.

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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
Disclosure Information

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
Contact Info for Rachael Holcomb
Phone Number: 866-580-8219
Registered State(s):
  • TN
  • WA
By the Numbers
  • Total Assets Under Management
    4,939
    MILLIONS
  • Total Number of Accounts
    20,269
    ACCOUNTS
  • Average Account Value
    $243,658
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • 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, 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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