Terry Holcomb
Terry Holcomb is a registered investment advisor at Thurston Springer Advisors, based in Oklahoma City, OK, with 38 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,759 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thurston Springer uses third-party portfolio advisors, and clients pay a fee based on the third-party's fee schedule. Thurston Springer retains a portion of this fee. The overall advisory fee is negotiable. Clients will have some cash in their account to cover advisory fees. Clients may pay additional fees or expenses in a third-party advisory account, such as ticket charges, IRA fees, and wire fees.
Location
NW 63rd Street, Suite 600, Oklahoma City, OK, 73116
Get directionsHistory
Regulatory History (2)
Regulatory
August 1995Employment Separation After Allegations
July 1995Other Business ActivitiesSells Insurance
Terry is involved with Phillips Securities Investment Consultants LLC, Phillips Securities Insurance Agency, and Phillips Capital Advisors. Terry also operates Holcomb Wealth Management LLC for personal branding and dedicates full-time hours to this investment-related activity.
Employment History
Current Registrations
Thurston Springer Advisors
Thurston, Springer, Miller, Herd & Titak, INC.Broker
Previous Registrations
T.S. Phillips Investments, INC.Broker
Phillips Capital Advisors, INC.
The (wilson) Williams Financial GroupBroker
Robert Thomas Securities, INCBroker
Linsco/private Ledger CORP.Broker
State Registrations13 states
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.