Holcombe Financial, Inc.
Holcombe Financial, Inc. (CRD# 142238) is a financial advisory firm headquartered in Atlanta, GA. They manage $224,266,211 in 498 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management224MILLION
Total Number of Accounts498ACCOUNTS
Average Account Value$450,334
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
AR, FL, GA, NC, TX
Robert Lee (CRD# 2373098) is an Investment Advisor Representative working at Holcombe Financial, Inc. in Fayetteville, AR and has over 23 years of experience in the finance industry.
Russell Holcombe (CRD# 4347040) is an Investment Advisor Representative working at Holcombe Financial, Inc. in Atlanta, GA and has 1 year of experience in the finance industry. Russell Holcombe 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.