Terry Holcomb, financial advisor Oklahoma City OK

Terry Holcomb

CRD Number: 1618936
Current Firm: Phillips Capital Advisors, Inc.

Terry Holcomb (CRD# 1618936) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
T.s. Phillips Investments, Inc. Oklahoma City, OK Jun 2002 - Current 21
Phillips Investment Consultants, LLC Oklahoma City, OK Feb 2001 - Current 23
Phillips Securities Insurance Agency Oklahoma City, OK May 1999 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
S65 NASAA Investment Advisors Law Examination Jan 1992
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 Terry R. Holcomb
Phone Number: 405-943-9433
Registered State(s):
  • LA
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    515
    MILLIONS
  • Total Number of Accounts
    646
    ACCOUNTS
  • Average Account Value
    $796,683
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)
Types of Clients
Registered States

CO, LA, NM, OK, TX

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