James
Duncombe
Kestra Advisory Services, LLC
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About this Advisor
James Duncombe is a financial advisor based in Santa Clarita, California, working with Kestra Advisory Services, LLC. James has previously held positions at Ameriprise Financial Services Inc, Waddell & Reed, Inc, Anthem Blue Cross (Wellpoint Inc), Thrivent Financial For Lutherans, Bethlehem Lutheran Church, Rental Property, Duncombe Financial Group (Dba), James Duncombe Author, Duncombe Financial Group LLC, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Various Insurance Carriers For W&R Insurance Agencies, and Lutheran Church. James has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, and Texas. Currently, James is part of Kestra Advisory Services, LLC, which operates out of Santa Clarita, California. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Duncombe Work History
Duncombe Financial Group LLC
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
James Duncombe Author
Duncombe Financial Group (Dba)
Various Insurance Carriers For W&R Insurance Agencies
Lutheran Church
Thrivent Financial For Lutherans
Rental Property
Waddell & Reed, Inc
Bethlehem Lutheran Church
Ameriprise Financial Services Inc
Anthem Blue Cross (Wellpoint Inc)
Disclosures
Please visit the SEC profile of James Duncombe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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