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Randall Jack Holcombe

Randall J. Holcombe

CONFLUENCE FINANCIAL PARTNERS
Grove City, PA 16127
Some features on this profile are disabled
CRD#: 6368503
Randall Jack Holcombe

Professional summary

Randall Jack Holcombe, CFP®, who also goes by Randall J Holcombe, is a registered financial advisor currently at CONFLUENCE FINANCIAL PARTNERS located in Grove City, Pennsylvania.

Randall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Randall has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Randall J Holcombe

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randall Jack Holcombe's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

July 2, 2021 - Present

CONFLUENCE FINANCIAL PARTNERS

Office #1: 115 Erie Street, Grove City, PA 16127
RIA
CRD#: 311980
Grove City, PA
Past

April 24, 2015 - July 7, 2021

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Pittsburgh, PA
Past

April 24, 2015 - July 7, 2021

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
PITTSBURGH, PA
Past

October 6, 2014 - May 6, 2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
PITTSBURGH, PA
Past

September 3, 2014 - May 6, 2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
PITTSBURGH, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CONFLUENCE FINANCIAL PARTNERS
CONFLUENCE FINANCIAL PARTNERS | CONFLUENCE WEALTH SERVICES, INC. | CONFLUENCE FINANCIAL PARTNERS, INC.

CRD#: 311980 / SEC#: 801-120711

RIA
Registered Investment Advisory firm - (4/5/2021 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(7/2/2021)
IAR
Texas
(10/29/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/6/2014
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: 9/3/2014
General Securities Representative Examination

Current Firm

CF
CONFLUENCE FINANCIAL PARTNERS
CONFLUENCE FINANCIAL PARTNERS | CONFLUENCE WEALTH SERVICES, INC. | CONFLUENCE FINANCIAL PARTNERS, INC.

CRD#: 311980 / SEC#: 801-120711

RIA
Registered Investment Advisory firm - (4/5/2021 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
732 E Mcmurray Rd, Mcmurray, PA 15317
Mailing Address
Phone number
(724) 271-8801
Established
Firm type
Fiscal year end
# of Employees
68

SEC notice filing (36 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CONFLUENCE PART 2A DISCLOSURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts12,924
AUM (Assets Under Management)$ 5,454,175,362

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

CONFLUENCE FINANCIAL PARTNERS

CRD#: 311980Grove City, PA 16127

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