Chris Holcomb, financial advisor Severn MD
71 score

Chris Holcomb

CRD Number: 5317930
Current Firm: Vicus Capital, Inc.

Chris Holcomb (CRD# 5317930) is an Investment Advisor Representative working at Vicus Capital, Inc. in Severn, MD and has over 9 years of experience in the finance industry. Chris Holcomb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 3
Vicus Capital, Inc. (formerly Pfg Financial Advisors) State College, PA Aug 2011 - Current 5
Walnut Street Securities State College, PA Aug 2011 - Aug 2013 2
Pnc Investments Inc. Pittsburgh, PA Oct 2010 - Jun 2011 < 1
Morgan Stanley Smith Barney Columbia, MD Jun 2009 - Oct 2010 1
Citigroup Global Markets Inc. Columbia, MD Apr 2007 - Jun 2009 2
Simplex Grinell Columbia, MD Oct 1996 - Apr 2007 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Chris Holcomb
Phone Number: 855-558-4287
Firm Website: http://vicuscapital.com/
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,094
    MILLIONS
  • Total Number of Accounts
    4,397
    ACCOUNTS
  • Average Account Value
    $248,896
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
  • 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, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV

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BADGES
71

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