LPL Financial
47yrs
Top advisor by experience in San Diego
23yrs
Robert Holcomb
Financial advisor at Valic Financial Advisors
Based in San Diego, California, Robert Holcomb is a fiduciary financial advisor with 23 years of industry experience. Robert has been with Valic Financial Advisors since 2026; before that, Robert spent six years at Cadaret, Grant & CO. and six years at Cuso Financial Services. Valic Financial Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 71% of advisors at Valic Financial Advisors
OfficeSan Diego, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$99,681
Advisors at the firm1,254
States licensed ?1 state
Services through Valic Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowValic Financial Advisors, Inc.Current firm
- 2019 – 2025Cadaret, Grant & CO., Inc.Previously
- 2019 – 2025Cuso Financial Services, L.P.Previously
- 2019 – 2025Sorrento Pacific Financial, LLCPreviously
- Nov 2016 – Nov 2017DFPG Investments, LLCPreviously
- 2010 – 2015First Allied Advisory Services, Inc.Previously
- 2004 – 2010Greenbook Investment Management, Inc.Previously
- Apr 2004 – Apr 2004Xelan Investment Services, Inc.Previously
Contact Robert
(866) 544-4968Firm headquarters in Houston, TX. Ask for Robert. San Diego, CAOffice · Get directions Firm websiteHTTP://WWW.VALIC.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Valic Financial Advisors at (866) 544-4968 and ask for Robert Holcomb. Robert works from the San Diego, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2004, about 23 years. More experience than 71% of advisors at Valic Financial Advisors.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Valic Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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