Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Richard Holcomb is an experienced investment advisor with over 35 years of experience in the financial services industry. Terry has worked with a variety of firms, including T.S. Phillips Investments, Inc., The (Wilson) Williams Financial Group, and Robert Thomas Securities, Inc. Terry is currently a registered representative with Thurston Springer Advisors, a firm with over $1 billion in assets under management. Terry specializes in providing financial planning and investment management services to individuals, corporations, and charitable organizations.
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.
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.
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.
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2
OK
06/15/2024 - Present
Thurston Springer Advisors (Oklahoma City OK)
OK
03/21/2003 - 06/28/2024
T.S. PHILLIPS INVESTMENTS, INC. (OKLAHOMA CITY OK)
TX
10/16/1995 - 06/16/2003
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
FL
06/10/1993 - 12/15/1994
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
SC
04/06/1987 - 07/02/1993
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 01/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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