Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Holcomb is a financial advisor registered with Vicus Capital, Inc. and is licensed to offer investment advisory services. Chris has been in the financial services industry since 2007 and has worked with a variety of clients. Chris is a Certified Financial Planner (CFP) and is a member of various professional organizations. Chris has experience providing financial planning, pension consulting, educational seminars, and selection of other advisors. Chris has expertise in working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Chris is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
10/07/2021 - Present
Vicus Capital, Inc. (Columbia MD)
MD
08/19/2011 - 09/03/2013
WALNUT STREET SECURITIES, INC. (SEVERN MD)
MD
11/03/2010 - 06/22/2011
PNC INVESTMENTS (ODENTON MD)
MD
06/01/2009 - 11/05/2010
MORGAN STANLEY SMITH BARNEY (COLUMBIA MD)
MD
06/05/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBIA MD)
BOTH
Issued 06/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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