James Duncombe (CRD# 4574450) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Santa Clarita, CA and has over 21 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Surprise, AZ | Jul 2020 - Current | 3 |
| Kestra Advisory Services, LLC | Surprise, AZ | Jul 2020 - Current | 3 |
| Duncombe Financial Group LLC | Surprise, AZ | Feb 2020 - Current | 4 |
| James Duncombe Author | Surprise, AZ | Sep 2019 - Current | 4 |
| Duncombe Financial Group (dba) | Santa Clarita, CA | Dec 2016 - Current | 7 |
| Various Insurance Carriers For W&r Insurance Agencies | Surprise, AZ | Jul 2016 - Current | 7 |
| Lutheran Church | Santa Clarita, CA | Mar 2016 - Current | 8 |
| Rental Property | Santa Clarita, CA | Apr 2014 - Current | 10 |
| Thrivent Financial For Lutherans | Canyon Country, CA | Mar 2014 - Current | 10 |
| Waddell & Reed, Inc. | Sherman Oaks, CA | Jul 2016 - Jul 2020 | 4 |
| Anthem Blue Cross (wellpoint Inc) | Canyon Country, CA | Oct 2002 - Jun 2020 | 17 |
| Bethlehem Lutheran Church | Santa Clarita, CA | Mar 2016 - Apr 2019 | 3 |
| Ameriprise Financial Services Inc. | Woodland Hills, CA | Mar 2014 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
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