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Garrett L Holcombe

Investment adviser representative at Independent Financial Partners
17 yearsExperience
1 stateRegistered in
$16.3BFirm assets
18 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

17 years in the industry.

  1. Ifp Securities, LLCMay 2019 to now
  2. Independent Financial PartnersAug 2016 to now
  3. LPL Financial LLCSep 2009 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 1 state (GA).

Independent Financial Partners

Legal name: Ifp Advisors, LLC

$16.3BAssets managed
54,154Clients
319Advisers
18 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
5267649
Firm CRD
125112
Advisor's SEC record (opens in a new tab)
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