James Lynn Combs
Investment adviser representative at LPL Financial LLC
19 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
19 years in the industry.
- LPL Financial LLCApr 2024 to now
- United Community BankApr 2024 to now
- Raymond James Financial Services Advisors IncMar 2020 to Apr 2024
- Raymond James Financial Services IncMar 2020 to Apr 2024
- UnemployedJan 2020 to Mar 2020
- Edward JonesSep 2019 to Jan 2020
- Liberty MurtualJan 2019 to Aug 2019
- Southern Professional Hockey LeagueJul 2007 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7169200
- Firm CRD
- 6413