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Robert Holcomb

Valic Financial Advisors, Inc.

Houston, TX

San Diego, CA

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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-23
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-23

Branch Locations

2929 Allen Parkway, Houston, TX 77019 • United States

San Diego, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advanced Wealth Planning San Diego CA 03/2015 11/2017
Dfpg Investments, Inc. South Jordan UT 06/2015 11/2017
Cuso Financial Services, Lp San Diego CA 05/2019 08/2025
Atria Wealth Solutions, Inc New York NY 08/2018 08/2025
Cadaret Grant & Co Syracuse NY 05/2019 08/2025
Self Del Mar CA 11/2017 08/2018
Valic Financial Advisors, Inc. Houston TX 01/2026 Present
Unemployed San Diego CA 09/2025 12/2025
  • 03/2015 → 11/2017
    Advanced Wealth Planning
    San Diego, CA
  • 06/2015 → 11/2017
    Dfpg Investments, Inc.
    South Jordan, UT
  • 05/2019 → 08/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 08/2018 → 08/2025
    Atria Wealth Solutions, Inc
    New York, NY
  • 05/2019 → 08/2025
    Cadaret Grant & Co
    Syracuse, NY
  • 11/2017 → 08/2018
    Self
    Del Mar, CA
  • 01/2026 → Present
    Valic Financial Advisors, Inc.
    Houston, TX
  • 09/2025 → 12/2025
    Unemployed
    San Diego, CA
Previous Registrations
  • 2019-05-31 → 2025-08-01
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    Syracuse, NY
  • 2019-05-31 → 2025-08-01
    Cuso Financial Services, L.P.
    San Diego, CA
    San Diego, CA
  • 2019-05-31 → 2025-08-01
    Sorrento Pacific Financial, Llc
    San Diego, CA
    San Diego, CA
  • 2016-11-01 → 2017-11-16
    Dfpg Investments, Llc
    South Jordan, UT
    Rancho Santa Fe, CA
  • 2010-10-04 → 2015-01-12
    First Allied Advisory Services, Inc.
    San Diego, CA
  • 2004-05-17 → 2010-10-07
    Greenbook Investment Management, Inc.
    San Diego, CA
    San Diego, CA
  • 2004-04-06 → 2004-04-19
    Xelan Investment Services, Inc.
    San Deigo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-05-05
  • S65 Uniform Investment Adviser Law Examination
    2004-05-05
Other Names
  • Bob Holcomb
  • Robert Steven Holcomb

View on SEC IAPD

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