Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Combs is a financial advisor with Kestra Private Wealth Services, LLC. David has been in the financial industry since 1996 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. David is licensed to provide investment advisory services in Georgia and Texas, and is also registered as a broker-dealer in multiple states. David holds several professional designations, including the Series 7, Series 31, and Series 63 securities licenses, as well as the Series 65 investment advisor license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
10/05/2022 - Present
Kestra Private Wealth Services, LLC (Roswell GA)
GA
01/04/2008 - 10/06/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
02/02/2001 - 01/15/2008
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
NY
06/11/1996 - 02/09/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 06/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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