Mary Holcomb (CRD# 4171826) is an Investment Advisor Representative working at Lpl Financial LLC in Hattiesburg, MS and has over 20 years of experience in the finance industry.
CRD# 2733915
Cetera Investment Advisers LLC
CRD# 1498245
Lpl Financial LLC
CRD# 6473110
Lee-way Financial Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Hattiesburg, MS | Oct 2019 - Current | 4 |
| Cetera Investment Advisers LLC | Hattiesburg, MS | Jun 2019 - Jul 2019 | < 1 |
| First Bank | Hattiesburg, MS | Jun 2019 - Jul 2019 | < 1 |
| Cetera Investment Services LLC | St. Cloud, MN | Jun 2019 - Jul 2019 | < 1 |
| Infinex Investments, Inc. | Jackson, MS | Dec 2013 - Jun 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2003 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2008 |
- MS
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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