Kimberley Ann Holcomb

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Kestra Advisory Services, Llc
  Dallas, TX
• 09/2005 → Present
  Kestra Investment Services, Llc
  Dallas, TX

Previous Registrations

• 1997-06-30 → 2005-08-29
  Morgan Stanley Dw Inc.
  Plano, TX

Other Businesses

Bus Name: Holcomb Wealth Management Investment Related: Yes Address: 10300 N Central Expwy, Ste 467 Dallas TX 75231 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner Start Date: 10/13/2005 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Advisor and Owner Bus Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Bus Name: Kimberley Holcomb Investment Related: No Address: 5932 Meletio Ln Dallas TX 75230 Nature of Business: Legal/Fiduciary Position, Title or Relationship: Daughter, Sister and Spouse Start Date: 1/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Perform the duties of executor in the event of their deaths Bus Name: DAVID ZAREIE, CPA POSITION: Contracted Consultant NATURE: Divorce Support and Expert Witness INVESTMENT RELATED: No, # OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 10/01/1990 ADDRESS: 6750 Hillcrest Plaza Drive, Suite 203, Dallas TX 75230, United States DESCRIPTION: Analyze, review and report marital assets, liabilities and cash flow subject to divorce settlement. Provide expert testimony in support of divorce analysis. On rare occasions, will also sign checks when two other authorized signatories are absent at the same time.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-29
• S63 Uniform Securities Agent State Law Examination
  1996-05-03

Designations

• Chartered Financial Analyst