Randall
Holcombe

Confluence Financial Partners

CRD#6368503
Investment Advisor
in Canonsburg, PA

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About this Advisor

Randall Holcombe is a certified financial planner who works in Canonsburg, Pennsylvania with 2 years of industry experience. Holcombe is an employee of Confluence Financial Partners. Over the course of their career, they have held roles at Wells Fargo Advisors Financial Network, LLC, Grove City College, Grove City College Office Of International Education, Alpha Stars Corporation, Raymond James Financial Services, Confluence Financial Partners, Raymond James Financial Services Advisors Inc, Hub International and Confluence Wealth Services, Inc. Holcombe has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania and Texas. Confluence Financial Partners is a financial advisory firm that has its headquarters in Canonsburg, PA. The company has offices in three locations and a total of 42 employees. It has $3 billion in assets under management across its 7,223 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 10 charitable organizations. Of its 7,223 customer accounts, 24% are held by high-net-worth clients who have more than $1 million in assets. Confluence Financial Partners provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice typically vary depending on which service is offered. Fee types billed by Confluence Financial Partners typically consist of asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

732 E Mcmurray Rd
Canonsburg, PA 15317

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Confluence Financial Partners Brokerage Details

Total Assets Under Management

$2,469,850,578

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

42

PA Average: 41
Total Number of Accounts

7,223

PA Average: 3,342
Average Account Size

$341,942

PA Average: $4,737,880

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

Randall Holcombe Work History

Randall has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Confluence Wealth Services, Inc

2020 - Present (4 years)

Hub International

2014 - Present (10 years)

Confluence Financial Partners

2015 - 2021 (6 years)

Raymond James Financial Services

2015 - 2021 (6 years)

Raymond James Financial Services Advisors Inc

2014 - 2015 (1 year)

Wells Fargo Advisors Financial Network, LLC

2013 - 2014 (1 year)

Grove City College Office Of International Education

2013 - 2013 (< 1 year)

Alpha Stars Corporation

2010 - 2014 (4 years)

Grove City College

*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 Randall 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 Confluence Financial Partners

Gregory Weimer
Canonsburg, PA
Neil Rongaus
Canonsburg, PA
Scott Rogowicz
Canonsburg, PA
Katherine Montagazzi
Canonsburg, PA
Nicklaus Proud
Canonsburg, PA
Sean Stevenson
Canonsburg, PA
Brandon Corlett
Canonsburg, PA
Jackson Elizondo
Canonsburg, 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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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.

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