Kimberley Holcomb
Kimberley Holcomb is a CFA-designated registered investment advisor at Kestra Advisory Services, LLC, based in Dallas, TX, with 29 years of industry experience. Kimberley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
10300 N Central Expwy, Ste 467, Dallas, TX, 75231
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Other Business ActivitiesSells Insurance
Kimberley is the owner of Holcomb Wealth Management, where she works full-time as an advisor and registered representative through Kestra Investment Services, LLC. She also provides investment advisory services through Kestra Advisory Services, LLC and sells insurance.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations8 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.
Exams
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