Shawn Mccombs is a registered investment advisor at Private Advisor Group, LLC, based in Springfield, OH, with 32 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
2043 Bechtel Ave, Springfield, OH, 45504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shawn operates McCombs Financial Services as a DBA for his LPL business, dedicating full-time hours to it. He also operates under the DBA McCombs Financial Services as a Registered Investment Advisor with Private Advisor Group, LLC, focusing on advisory services.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
The Huntington Investment Company
The Huntington Investment CompanyBroker
State Registrations13 states
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