Tracey
Holcombe
Householder Group Estate & Retirement Specialists
Answer a few questions and
get matched with an advisor.
About this Advisor
Tracey Holcombe is a financial advisor based out of Columbus, Mississippi. Holcombe is an employee of Householder Group Estate & Retirement Specialists. Over the course of their career, they have held roles at National Planning Corporation, Fincon, Girard Securities, Inc, Lpl Financial LLC, Nickels Wealth Management and Householder Group Estate & Retirement Specialists. Holcombe has Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to operate in Mississippi and Texas. Householder Group Estate & Retirement Specialists is a financial advisory company that has its headquarters in Scottsdale, AZ. The firm has offices in 27 locations and a total of 96 people on staff. It has $1 billion in assets under management among its 6,426 customer accounts, placing it among the larger firms in the nation by assets under management. Of its 6,426 client accounts, 98% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Householder Group Estate & Retirement Specialists performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees typically are based on which services the firm provides the client. However, fees billed by Householder Group Estate & Retirement Specialists can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Householder Group Estate & Retirement Specialists Brokerage Details
$1,081,197,518
96
6,426
$168,254
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Tracey Holcombe Work History
Tracey has been registered as a financial advisor for 0 years.*
Lpl Financial LLC
Nickels Wealth Management
Householder Group Estate & Retirement Specialists
National Planning Corporation
Fincon
Girard Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tracey Holcombe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Householder Group Estate & Retirement Specialists
Lancaster, CA
Edmond, OK
Rancho Mirage, CA
Columbus, MS
Clackamas, OR
Houston, TX
Englewood, CO
Englewood, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
