Daniel Mccombs
Daniel Mccombs is a registered investment advisor at Wells Fargo Advisors, based in Woodland Hills, CA, with 34 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
21700 Oxnard St, Ste 1840A, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2005Criminal
April 1987Other Business Activities
Daniel is the secretary for Northridge Heights Homeowner Association and owns rental property in Las Vegas. He also owns Strategic Private Wealth Management, dedicating a few hours per week to it.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.