Chris Holcomb
Investment adviser representative at Vicus Capital, Inc.
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3BFirm assets
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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 fee
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
15 years in the industry.
- Heritage Financial Advisors, LLCFeb 2015 to now
- Cetera Wealth Services, LLCSep 2013 to now
- Vicus Capital, Inc.Sep 2011 to now
- Vicus Capital, Inc. (formerly Pfg Financial Advisors)Aug 2011 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Vicus Capital, Inc.
$3BAssets managed
6,277Clients
90Advisers
25 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
- 5317930
- Firm CRD
- 116021