Douglas
Holcomb

Alliance Wealth Advisors, LLC

CRD#1529587
Investment Advisor
in Scranton, PA

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About this Advisor

Douglas Holcomb is a financial advisor working in Scranton, Pennsylvania who has 6 years of relevant experience. Holcomb currently works for Alliance Wealth Advisors, LLC. During their career, Holcomb has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Fsic and Alliance Wealth Advisors. Holcomb maintains a Series 63 license, designating them as a securities agent, and is registered to operate in Pennsylvania and Texas. Alliance Wealth Advisors, LLC is an advisory firm operating out of Scranton, PA. It manages $352 million in total assets between its 1,239 accounts, making it one of the bigger firms in the country by assets under management. Of its 1,239 customer accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Fees for financial advice typically vary depending on the services. However, fees charged by Alliance Wealth Advisors, LLC likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

538 Biden Street Suite 700
Scranton, PA 18503

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Alliance Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$352,038,586

PA Average: $15,833,994,310
Total Number of Employees

8

PA Average: 41
Total Number of Accounts

1,239

PA Average: 3,342
Average Account Size

$284,131

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Douglas Holcomb Work History

Douglas has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Alliance Wealth Advisors

2017 - 2018 (1 year)

Fsic

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*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 Douglas Holcomb 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 Alliance Wealth Advisors, LLC

Jude Mcdonough
Scranton, PA
Michael Cordaro
Scranton, PA
Perry Rose
Scranton, PA
Christopher Ross
Scranton, PA
Douglas Holcomb
Scranton, PA
Eric Weinberg
Scranton, PA

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.

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