Kimberley
Holcomb

Kestra Advisory Services, LLC

CRD#2721730
Investment Advisor
in Dallas, TX
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About this Advisor

Kimberley Holcomb is an advisor based in Dallas, Texas. Currently an investment advisor with Kestra Advisory Services, LLC, Holcomb has 13 years of professional experience as an investment advisor. Holcomb maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Holcomb can work with investors in Texas. Their career trajectory has included roles at Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is headquartered in Dallas, Texas, and operates out of 513 other brick-and-mortar locations in the country. In aggregate, Kestra Advisory Services, LLC oversees $20 billion in assets across 75,277 client accounts and retains more than 1,231 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the nation. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Kestra Advisory Services, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

13 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, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

10300 N Central Expwy Ste 467
Dallas, TX 75231

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

TX Average: $3,042,739,679
Total Number of Employees

1,291

TX Average: 49
Total Number of Accounts

81,360

TX Average: 2,315
Average Account Size

$267,280

TX Average: $1,314,358

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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

Kimberley Holcomb Work History

Kimberley has 13 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2005 - 2016 (11 years)

Nfp Securities, Inc

Disclosures

Kimberley Holcomb has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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