Amon Holcomb, financial advisor Ocean Springs MS

Amon Holcomb

CRD Number: 4418032
Current Firm: Verus Capital Partners, LLC

Amon Holcomb (CRD# 4418032) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Ocean Springs, MS and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Ocean Springs, MS Aug 2021 - Current 2
Verus Capital Partners, LLC Ocean Springs, MS Aug 2021 - Current 2
Holcomb Wealth Management Ocean Springs, MS May 2021 - Current 2
Avantax Insurance Agency LLC Ocean Springs, MS Jun 2016 - Aug 2021 5
Avantax Advisory Services Ocean Springs, MS Jul 2006 - Aug 2021 15
Holcomb Financial Ocean Springs, MS Aug 2005 - Aug 2021 16
Avantax Investment Services, Inc. Ocean Springs, MS Jun 2001 - Aug 2021 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S65 NASAA Investment Advisors Law Examination Jul 2006
Contact Info for Amon A. Holcomb
Phone Number: 480-990-3719
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    948
    MILLIONS
  • Total Number of Accounts
    4,226
    ACCOUNTS
  • Average Account Value
    $224,370
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MN, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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