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Roy A Combs

Missionsquare Retirement

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About Roy A Combs

Roy Combs is a registered investment advisor representative with Missionsquare Retirement. Roy has been in the financial industry since December 2000 and has a combined total of 12 years of experience. Roy is licensed in several states including Colorado, Illinois, Iowa, Kansas, Missouri, Nebraska, New Mexico, Texas, and Wyoming. Roy holds the Series 63, Series 65, Series 7 and Series 26 licenses and has completed the Securities Industry Essentials Examination. Roy has a strong background in providing financial advice to both individuals and businesses. Roy is committed to providing personalized financial planning services that are tailored to meet the unique needs of each client.

Firm Information

Roy Combs is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Roy Combs’s Registration & Firm History

DC

08/23/2021 - Present

Missionsquare Retirement (WASHINGTON DC)

MO

12/08/2000 - 08/20/2004

CUTTER & COMPANY, INC. (BALLWIN MO)

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Licenses & Designations

IA

Issued 12/19/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/26/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roy A Combs.
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