Mccombie Group Advisors, LLC

Mccombie Group Advisors, LLC (CRD# 171204) is a financial advisory firm headquartered in Coral Gables, FL. They manage $26,928,996 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $26,928,996
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Mccombie Group Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jay S. Lipsey
CRD#: 4752030
901 Ponce De Leon Blvd, Suite 402, Coral Gables, FL 33134
90
Wealthminder
score

Jay Lipsey (CRD# 4752030) is an Investment Advisor Representative working at Mccombie Group Advisors, LLC in Coral Gables, FL and has over 3 years of experience in the finance industry.

2
David W. McCombie
CRD#: 5150036
901 Ponce De Leon Blvd, Suite 402, Coral Gables, FL 33134
90
Wealthminder
score

David McCombie (CRD# 5150036) is an Investment Advisor Representative working at Mccombie Group Advisors, LLC in Coral Gables, FL and has over 4 years of experience in the finance industry.

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