Rachael Jenifer Holcomb
Investment adviser representative at Wmg Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
$693.8MFirm assets
7 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 fee
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.
- Wmg Financial Advisors, LLCJul 2025 to now
- Osaic Advisory ServicesJan 2020 to Jul 2025
- Triad Hybrid SolutionsJan 2020 to Jul 2025
- Cosey Financial ServicesJul 2018 to Dec 2019
- State Farm Cindy DoyleMay 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
Wmg Financial Advisors, LLC
$693.8MAssets managed
1,655Clients
15Advisers
7 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
- 5880207
- Firm CRD
- 285824