Joseph Combest (CRD# 2265431) is an Investment Advisor Representative working at Capstone Triton Financial Group LLC in Oklahoma City, OK and has over 31 years of experience in the finance industry. Joseph Combest has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Capstone Triton Financial Group LLC | Duncan, OK | Sep 2022 - Current | 1 |
Hbwadvisory Services LLC | Simi Valley, CA | Jan 2020 - Current | 4 |
Combest Land And Cattle Company, LLC | Duncan, OK | Aug 2010 - Current | 13 |
Combest Financial Services, Inc. | Duncan, OK | Jun 2005 - Current | 18 |
Combest Financial Services, Inc. | Duncan, OK | Apr 2005 - Current | 19 |
Lpl Financial, LLC | Duncan, OK | Sep 2015 - May 2016 | < 1 |
Purshe Kaplan Sterling Investments | Albany, NY | Jul 2012 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1992 |
S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- OK
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Total Assets Under Management283MILLIONS
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Total Number of Accounts811ACCOUNTS
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Average Account Value$348,513
- 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
AZ, CA, CO, FL, LA, OK, TX
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