Unclaimed
Phillip Lloyd Holcomb is a financial advisor with Woodmen Financial Services, Inc. Phillip has been in the industry since 2006. Phillip has a Series 6, Series 63, and SIE license. He is registered in Georgia. Phillip was previously registered with J.P. TURNER & COMPANY, L.L.C., FIRST FOUNDERS SECURITIES, INC. and Woodmen Financial Services, Inc..
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.
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.
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2
NE
11/05/2013 - Present
Woodmen Financial Services, Inc. (OMAHA NE)
GA
11/06/2008 - 06/26/2009
J.P. TURNER & COMPANY, L.L.C. (GAINESVILLE GA)
GA
05/22/2007 - 10/31/2008
FIRST FOUNDERS SECURITIES, INC. (GAINESVILLE GA)
GA
06/04/2002 - 05/11/2007
WOODMEN FINANCIAL SERVICES, INC. (LAWRENCEVILLE GA)
BC
Issued 11/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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