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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Renee Holcomb is a financial advisor registered with LPL Financial LLC, with a current employment status of "Active". Mary Renee Holcomb is also a registered investment advisor, with a current employment status of "Active". Mary Renee Holcomb has been in the industry since January 11, 2004. Mary Renee Holcomb is registered in Mississippi and Texas as a Broker and Investment Advisor, and also holds registrations in Alabama, Florida, Louisiana, Oklahoma, Tennessee, and West Virginia as a Broker. Mary Renee Holcomb has been registered with LPL Financial LLC since October 2019. Previously, Mary Renee Holcomb was registered with CETERA INVESTMENT SERVICES LLC, INFINEX INVESTMENTS, INC. and BANCORPSOUTH INVESTMENT SERVICES, INC. Mary Renee Holcomb holds Series 63, 65, 7 and SIE licenses. Mary Renee Holcomb's firm, LPL Financial LLC, has more than $50 billion in assets under management and has more than 168,000 clients. LPL Financial LLC provides financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisers, and other non-discretionary advisory services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
04/05/2021 - Present
LPL Financial LLC (HATTIESBURG MS)
MS
06/03/2019 - 08/19/2019
CETERA INVESTMENT SERVICES LLC (HATTIESBURG MS)
MS
12/02/2013 - 06/10/2019
INFINEX INVESTMENTS, INC. (HATTIESBURG MS)
MS
11/24/2003 - 12/02/2013
BANCORPSOUTH INVESTMENT SERVICES, INC. (HATTIESBURG MS)
IA
Issued 04/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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