Timothy Holcombe
Timothy Holcombe is a registered investment advisor at Raymond James & Associates, INC., based in Alpharetta, GA, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2400 Lakeview Parkway, Suite 200, Alpharetta, GA, 30009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is a partner in Dragonfly Farms LLC, an agriculture and agritourism business focused on mini Highland cows, since July 2024. He spends a few hours per week on activities such as animal care, farm visits, photography, and managing an Air BnB.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Investors CorporationBroker
State Registrations26 states
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