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Rachael Holcomb

Osaic Advisory Services, LLC

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About Rachael Holcomb

Rachael Holcomb is an Investment Advisor Representative at Osaic Advisory Services, LLC. She is licensed in Tennessee and Washington and has been in the industry since 2014. Rachael is a Series 65 licensed professional with a strong background in financial planning and investments. She offers a variety of services including financial planning, pension consulting, and portfolio management. Rachael specializes in working with high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and individuals other than high-net-worth individuals.

Firm Information

Rachael Holcomb is currently registered with Osaic Advisory Services, LLC. Osaic Advisory Services, LLC is an independent financial advisor located in Atlanta, GA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. With over 760 investment adviser representatives, the firm manages over $4.9 billion in assets for clients. The firm participates in a wrap fee program and is registered with the SEC.
Osaic Advisory Services, LLC

2300 WINDY RIDGE PARKWAY

ATLANTA, GA 30339

$4.94B

Assets Under Management

55

Total Clients

147

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rachael Holcomb’s Registration & Firm History

TN

06/22/2021 - Present

Osaic Advisory Services, LLC (Knoxville TN)

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Licenses & Designations

IA

Issued 05/21/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachael Holcomb.
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