Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Combs is a financial advisor registered with Edward Jones. He has been in the securities industry for over 30 years, having begun his career in 1989. Richard has experience working with individuals, corporations, trusts, and retirement plans. He also has experience working with insurance companies, charitable organizations, and investment clubs. In addition to his financial advising duties, Richard is also involved in other business ventures. He is the owner of a holding company, PROSPERA, and is a charter member of Charter Property LLC, a real estate company.
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.
See schedule d - miscellaneous
1
2
KY
01/26/2007 - Present
Edward Jones (CRESTVIEW HILLS KY)
IN
07/03/1995 - 01/13/1998
MDS SECURITIES INCORPORATED (CARMEL IN)
NA
07/23/1990 - 06/30/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
NY
09/19/1989 - 06/28/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
BOTH
Issued 01/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1989
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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