Unclaimed
Eli Combs is an investment advisor representative with Ria Advisors, a firm that manages between $1 billion and $10 billion in assets. Eli has been in the industry since 1990 and has worked for several firms, including DFPG INVESTMENTS, INC. and FIRST ALLIED SECURITIES, INC. Eli specializes in providing financial planning, portfolio management, and educational seminars to individual clients. Eli is licensed to provide investment advisory services in Colorado, Louisiana, and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
TX
01/06/2020 - Present
RIA Advisors (Round Rock TX)
TX
07/14/2015 - 01/05/2017
DFPG INVESTMENTS, INC. (Round Rock TX)
TX
05/30/2008 - 07/13/2015
FIRST ALLIED SECURITIES, INC. (ROUND ROCK TX)
TX
12/07/2001 - 05/30/2008
FFP SECURITIES, INC. (ROUND ROCK TX)
GA
06/07/1990 - 12/03/1993
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 09/17/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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