Robert Holcomb
Investment Adviser Representative at Valic Financial Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Holcomb is an investment adviser representative with Valic Financial Advisors, Inc. in San Diego, CA, where they have been registered since 2026. They have worked in the securities industry since 2006 and have been registered with 8 firms, including Cadaret Grant & Co Inc and CUSO Financial Services, L.P. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 99 (operations professional). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Advanced Wealth PlanningMar 2015 – Nov 2017San Diego, CA
- DFPG Investments, Inc.Jun 2015 – Nov 2017South Jordan, UT
- CUSO Financial Services, LPMay 2019 – Aug 2025San Diego, CA
- Atria Wealth Solutions, IncAug 2018 – Aug 2025New York, NY
- Cadaret Grant & COMay 2019 – Aug 2025Syracuse, NY
- SELFNov 2017 – Aug 2018Del Mar, CA
- Valic Financial Advisors, Inc.Jan 2026 – no end date reportedHouston, TX
- UnemployedSep 2025 – Dec 2025San Diego, CA
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Valic Financial Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement plan services including saving and contribution planning, educational resources, and participant account management
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,271
- Offices listed on AdvisorFinder:
- 21
- Main office:
- Houston, TX
- SEC file number:
- 801-54952
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 13, 2026
View full firm profileOther advisors at Valic Financial Advisors, Inc.
Showing 12 of 1,271 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Holcomb has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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