Corbin Holder
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Wealth, Inc.Aug 2025 to now
- OsaicAug 2025 to now
- LPL Enterprise, LLCNov 2024 to Aug 2025
- Pruco Securities, LLC.Jun 2024 to Nov 2024
- UnemployedJan 2024 to May 2024
- CentegixSep 2022 to Dec 2022
- Campbell UniversityAug 2022 to Dec 2023
- Bantam PharmaceuticalJun 2022 to Aug 2022
- American Dream ResidentialMay 2021 to Aug 2021
- Perry Planning GroupJun 2019 to Aug 2020
- University of North Carolina At Chapel HillAug 2018 to May 2022
- StifelJun 2016 to Aug 2018
- Broughton High SchoolJul 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7960869
- Firm CRD
- 23131