Patrick Combs (CRD# 2720909) is an Investment Advisor Representative working at Combs Capital Partners in Southlake, TX and has over 18 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Combs Capital Group, LLC | Southlake, TX | Jan 2021 - Current | 3 |
Combs Capital Partners LLC | Southlake, TX | Aug 2020 - Current | 3 |
Archetype Wealth Partners, LLC | Southlake, TX | Jun 2017 - Current | 6 |
Solutions 4 Wealth, Ltd. | Southlake, TX | Apr 2016 - Jun 2017 | 1 |
Ims Securities, Inc. | Houston, TX | Mar 2016 - Apr 2016 | < 1 |
Ims Financial Advisors, Inc. | Houston, TX | Mar 2016 - Apr 2016 | < 1 |
Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Feb 2016 | 1 |
Morgan Stanley Smith Barney | Arlington, TX | Jun 2009 - Feb 2016 | 6 |
Morgan Stanley & Company, Incorporated | Dallas, TX | Apr 2007 - Feb 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2005 |
S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
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.
Get Details on the FINRA Advisor Check site- LA
- TX
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts224ACCOUNTS
-
Average Account Value$213,616
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.