Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lyle Holcombe is a financial advisor with Independent Financial Partners. Gary has been in the industry since 1983. Gary has a wide range of experience in financial planning, investment advice, and wealth management. Gary offers a variety of services to individuals, businesses, and charitable organizations. Gary is registered to provide investment advice in Alabama, Alaska, Arizona, Florida, Georgia, Illinois, Kentucky, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, and Wisconsin. Gary is also a Certified Financial Planner.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
GA
01/03/2018 - Present
Independent Financial Partners (Woodstock GA)
CA
09/08/2009 - 05/23/2019
LPL FINANCIAL LLC (TORRANCE CA)
GA
01/09/2006 - 09/08/2009
MUTUAL SERVICE CORPORATION (WOODSTOCK GA)
GA
08/01/2001 - 01/05/2006
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
GA
04/03/1998 - 08/01/2001
ROBERT ANDREW SECURITIES, INC. (ATLANTA GA)
IA
03/21/1989 - 03/26/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NA
07/12/1984 - 03/09/1989
SOURCE SECURITIES, INC.
NA
11/23/1983 - 07/18/1984
FSC SECURITIES CORPORATION
BC
Issued 06/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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