Chris Holcomb is a CFP-designated registered investment advisor, based in Columbia, MD, with 18 years of industry experience.
Location
8850 Columbia 100 Parkway, Suite 314, Columbia, MD, 21045
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Regulatory History (1)
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Employment Separation After Allegations
June 2011Other Business ActivitiesSells Insurance
Chris is an insurance agent selling various insurance products and an investment advisor representative for Vicus Capital, Inc. He is also the owner, financial advisor, and manager for Heritage Financial Advisors, LLC, dedicating nearly full-time hours to this role, and mentors entrepreneurs for SCORE and advises Ashland University, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2013 - Present · 12 yrs 7 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 7 mos
Vicus Capital, INC.
September 2011 - Present · 14 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2023 - January 2023 · 0 mos
Walnut Street Securities, INC.
August 2011 - October 2011 · 2 mos
Walnut Street Securities, INC.Broker
August 2011 - September 2013 · 2 yrs 1 mo
PNC Investments
November 2010 - June 2011 · 7 mos
PNC InvestmentsBroker
November 2010 - June 2011 · 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - November 2010 · 1 yr 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2010 · 1 yr 5 mos
Citigroup Global Markets INC.
July 2007 - June 2009 · 1 yr 11 mos
Citigroup Global Markets INC.Broker
June 2007 - June 2009 · 2 yrs
State Registrations11 states
AKCACOFLMDNENYORTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.