David Combs
David Combs is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Roswell, GA, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
1243 Canton St, Roswell, GA, 30075
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2007Customer Dispute
November 2004Customer Dispute
June 2003Customer Dispute
February 2001Other Business ActivitiesSells Insurance
David is a Managing Partner at Canton Wealth Partners, where he manages client investments full-time. He also owns Safety Horse LLC and Rhythm and Rye, spending minimal time on these ventures.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Private Wealth Services, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations33 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.