David Michael Combs
Investment adviser representative at Kestra Private Wealth Services, LLC
18 yearsExperience
2 statesRegistered in
$13.5BFirm assets
15 yearsFirm in business
Are you David Michael Combs? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Kestra Private Wealth Services, LLCOct 2022 to now
- Kestra Investment ServicesOct 2022 to now
- Bank of America, NAMay 2010 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2008 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2738188
- Firm CRD
- 155193