Laura Elizabeth Holcombe

Current Employers

Employment History

• 11/2002 → 06/2023
  Royal Alliance Associates,Inc
  Portland, OR
• 11/2002 → Present
  Resource Insurance Services
  Portland, OR
• 11/2002 → Present
  Resource Investment Advisory
  Portland, OR
• 06/2023 → Present
  Osaic Wealth, Inc
  Portland, OR

Previous Registrations

• 2010-01-25 → 2011-08-26
  Resource Investment Advisory

Other Businesses

1. RESOURCE INSURANCE SERVICES POSITION: Other - Licensed Insurance Agent NATURE: Insurance Agency - INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2002 ADDRESS: 1 Lincoln Center, 10300 SW Greenburg Rd, Suite 200, Portland OR 97223, United States DESCRIPTION: Meeting with clients to determine their insurance needs, completing paperwork, following up on submitted insurance applications 2. COLUMBIA COUNTRY LLC POSITION: Partner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2000 ADDRESS: 6568 SW Borwick St, Hillsboro OR 97123, United States DESCRIPTION: Handle financial aspects of business including but not limited to tax reporting and reconciliation of financial statements. 3. CORPORATE INVESTMENT ADVISORY; INVESTMENT-RELATED; 9115 SW OLESON RD STE 303, PORTLAND, OR 97223; REGISTERED INVESTMENT ADVISOR; 12/01/2002; 40 HOURS/30 SECURITY HOURS; MEET WITH CLIENTS TO DETERMINE THEIR NEEDS, MAKE INVESTMENT RECOMMENDATIONS, IMPLEMENT INVESTMENT DECISIONS, FOLLOW UP WITH CLIENTS ON A REGULAR BASIS ON THEIR FINANCIAL SITUATION. 4. RESOURCE FINANCIAL PLANNING, INC. POSITION: Independent Contractor NATURE: The business is a corporation (LLC) used for paying staff wages and office expenses. The company name is used on our website, business cards and stationery. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/02/2002 ADDRESS: 1 Lincoln Center, 10300 SW Greenburg Rd, Suite 200, Portland OR 97223, United States DESCRIPTION: Office expenses and bills, including payrollare paid through Resource Financial Planning, Inc. 5. PORTLAND CMMUNITY COLLEGE INSTRUCTOR POSITION: Community Education Instructor NATURE: Community College INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2012 ADDRESS: 12000 SW 49th Avenue, Portland OR 97219 DESCRIPTION: Teach financial management courses that include topics of risk management, cash management, investments, tax management, retirement planning and estate conservation. 6. TRUSTEE: LAURA LOUISE KLAUS FBO MARTHA TRUST DATED 10-31-68 POSITION: Trustee NATURE: Trustee for Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/09/2017 ADDRESS: 1 Lincoln Center, 10300 SW Greenburg Rd, Suite 200, Portland OR 97223, United States DESCRIPTION: Trustee for mother's trust. I will direct the investments. As a registered rep, I have received approval from Osaic Wealth, Inc Compliance and will invest in A shares at NAV. I will arrange for income distributions to my mother. 7. TRUSTEE: LAURA LOUSE KLAUS FBO PHILLIP TRUST DATED 10-31-68 POSITION: Trustee NATURE: Trustee for Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/09/2017 ADDRESS: 1 Lincoln Center, 10300 SW Greenburg Rd, Suite 200, Portland OR 97223, United States DESCRIPTION: Trustee for mom's brother's (uncle) trust. I will direct the investments. As a registered rep, I have received approval from Osaic Wealth, Inc Compliance and will invest in A shares at NAV. I will arrange for income distributions to my mother's brother (uncle)

Exams

• S66 Uniform Combined State Law Examination
  2002-12-17

Designations