GH
CFP
GH
CFP

Gary Holcombe

42 Years of Experience
Woodstock, GA
BrokerSells Insurance

Gary Holcombe is a CFP-designated registered investment advisor, based in Woodstock, GA, with 42 years of industry experience.

Location

230 Creekstone Ridge, Woodstock, GA, 30188

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Gary provides life insurance, long-term care, and disability insurance as part of financial planning, dedicating about 10% of his time. He is also the president of Horizon Planning Group, Inc., selling fixed insurance products, and he operates a real estate rental business, GLH, Inc.

Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs
Independent Financial Partners
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
September 2009 - May 2019 · 9 yrs 8 mos
LPL Financial LLC
September 2009 - December 2016 · 7 yrs 3 mos
Mutual Service Corporation
January 2006 - September 2009 · 3 yrs 8 mos
Mutual Service CorporationBroker
January 2006 - September 2009 · 3 yrs 8 mos
Synovus Securities, INC.
February 2003 - January 2006 · 2 yrs 11 mos
Creative Financial Group LTD
December 2001 - January 2006 · 4 yrs 1 mo
Synovus Securities, INC.Broker
August 2001 - January 2006 · 4 yrs 5 mos
Robert Andrew Securities, INC.Broker
April 1998 - August 2001 · 3 yrs 4 mos
Aegon USA Securities INC.Broker
March 1989 - March 1998 · 9 yrs
Source Securities, INC.Broker
July 1984 - March 1989 · 4 yrs 8 mos
Fsc Securities CorporationBroker
November 1983 - July 1984 · 8 mos
State Registrations14 states
AKALAZFLGAKYNCNYOHORPASCTNWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gary Holcombe - Financial Advisor | TrueAdvisor