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Amber Holcombe

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CRD#: 5620104
AH

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Amber Holcombe, who also goes by Amber Hallman, was a registered financial professional .

Amber is a previously registered financial professional and started their career in finance in 2009. Amber had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Amber Hallman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 11/22/2010: No Business Name - DBA - Horizon Planning Group, Inc. - INV REL - At Reported Business Location(s) (2) Amber Holcombe; Real Estate; Not investment related; 509 Kensington Park Drive, Canton, GA 30114; Residential homes to rent by the general public; Start 10/10/19; 5 hr/week. (3)Holcombe & Company Estate Solutions; Not-investment related; 509 Kensington Park Drive, Canton, GA 30114; Real Estate investing and probate settlement services. Buying and selling of homes at a discount and helping executors settle probate via relationship with vendors and/or other real estate investors/agents; Owner; Start 10/7/20; 40 hrs/mo, 10 hrs during trading.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

June 4, 2019 - April 19, 2022

IFP SECURITIES, LLC

BD
CRD#: 297287
Woodstock, GA
Past

August 11, 2016 - April 19, 2022

INDEPENDENT FINANCIAL PARTNERS

RIA
CRD#: 125112
Woodstock, GA
Past

January 6, 2011 - May 23, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
WOODSTOCK, GA
Past

January 4, 2011 - May 23, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
WOODSTOCK, GA
Past

October 7, 2009 - December 15, 2010

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
ATLANTA, GA
Past

January 7, 2009 - December 15, 2010

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/30/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/6/2009
General Securities Representative Examination

Current Firm

IS
IFP SECURITIES, LLC
IFP SECURITIES, LLC

CRD#: 297287 / SEC#: , 8-70150

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607
Mailing Address
3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607
Phone number
(813) 341-0960
Established
Delaware since 06/08/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
IFP GROUP, LLCOWNER
ACHESON, JEFFERY ALLENCHIEF BUSINESS DEVELOPMENT OFFICER706698
GILMAN, AARON LEECHIEF INVESTMENT OFFICER5611425
HAMM, WILLIAM CHRISTOPHERPRESIDENT, CHIEF OPERATING OFFICER5814331
HAMM, WILLIAM EUGENE JRCHIEF EXECUTIVE OFFICER AND CHAIRPERSON OF THE BOARD OF DIRECTORS1227713
JOHNSON, TORIANCHIEF COMPLIANCE OFFICER5363604
MEJIA, OSCAR MIGUELFINOP5569235

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

IFP SECURITIES, LLC

CRD#: 297287

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