Patrick Combs (CRD# 2277219) is an Investment Advisor Representative working at Pfg Advisors in Austin, TX and has over 31 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Inc. | Austin, TX | Oct 2017 - Current | 6 |
| Truwest Wealth Management Services | Austin, TX | Jan 2016 - Current | 8 |
| Pfg Advisors | Austin, TX | Mar 2015 - Current | 9 |
| Truwest Credit Union | Austin, TX | Feb 2014 - Current | 10 |
| Truwest Credit Union | Austin, TX | Jan 2013 - Current | 11 |
| Lpl | Austin, TX | Feb 2014 - Oct 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
- TX
- VA
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Total Assets Under Management2,333MILLIONS
-
Total Number of Accounts11,752ACCOUNTS
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Average Account Value$198,543
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
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