JD
JD

Justin Duncombe

13 Years of Experience
Austin, TX
BrokerSells Insurance

Justin Duncombe is a registered investment advisor, based in Austin, TX, with 13 years of industry experience.

Location

5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Justin is an author/owner of College Bound Strategies, founder/manager/coordinator of College Bound Strategies Foundation, an insurance and investment representative with Associates of Clifton Park, a 50% owner of Duncombe Financial Group, LLC, and a consultant. He spends about 10-20% of his time on College Bound Strategies and College Bound Strategies Foundation.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
July 2020 - Present · 5 yrs 10 mos
Kestra Advisory Services, LLC
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Waddell & Reed
July 2016 - July 2020 · 4 yrs
Waddell & ReedBroker
July 2016 - July 2020 · 4 yrs
Ameriprise Financial Services, INC.
March 2014 - July 2016 · 2 yrs 4 mos
Ameriprise Financial Services, INC.Broker
March 2014 - July 2016 · 2 yrs 4 mos
Thrivent Investment Management INC.
December 2012 - March 2014 · 1 yr 3 mos
Thrivent Investment Management INC.Broker
December 2012 - March 2014 · 1 yr 3 mos
State Registrations13 states
AZCAFLGAIDNVOKORTNTXUTVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Justin Duncombe - Financial Advisor | TrueAdvisor