Sarah Rebecca Lee
Investment adviser representative at Holcombe Financial, Inc.
11 yearsExperience
1 stateRegistered in
$451.6MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Holcombe Financial, Inc.Feb 2017 to now
- Balentine LLCDec 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Holcombe Financial, Inc.
$451.6MAssets managed
187Clients
3Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4487934
- Firm CRD
- 142238