Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
2yrs
Corbin Holder
Financial advisor at Osaic Wealth
Based in Raleigh, North Carolina, Corbin Holder is a fiduciary financial advisor with 2 years of industry experience. Corbin has been with Osaic Wealth since 2025; before that, Corbin spent a year at LPL Enterprise. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office3101 Glenwood Avenue Suite 103, Raleigh, NC 27612
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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 66Uniform Combined State Law Examination
Career
- Aug 2025 – nowOsaic Wealth, Inc.Current firm
- Nov 2024 – Jun 2025LPL Enterprise, LLCPreviously
Contact Corbin
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Corbin. 3101 Glenwood Avenue Suite 103Raleigh, NC 27612Office · Get directions
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Questions to ask Corbin
Tailored to Corbin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Corbin
How do I contact Corbin?
Call Osaic Wealth at (800) 821-5100 and ask for Corbin Holder. Corbin works from the Raleigh, NC office.
How long has Corbin been a financial advisor?
Corbin has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Corbin hold?
Series 66. Tap any license on this page to see what it allows.
Is Corbin a fiduciary?
Corbin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Corbin paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Corbin 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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