William
Combs

Park Avenue Securities LLC

CRD#6275219
Investment Advisor
in San Diego, CA

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About this Advisor

William Combs is a financial advisor operating out of San Diego, California, with 8 years of industry experience. Combs is an advisor for Park Avenue Securities LLC. During their career, the advisor has held roles at Guardian Life Ins, Park Avenue Securities, University Of San Diego, Park Avenue Securities LLC, Guardian Life Insurance and Guardian Life Insurance Company. Combs maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Idaho, Illinois, Indiana, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Washington and Wyoming. Park Avenue Securities LLC is an advisory firm that has its headquarters in New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 advisors. It controls $10 billion in assets under management between its 57,359 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 132 charitable organizations. Of its 57,359 accounts, 19% are held by high-net-worth clients who have more than $1 million in assets. Park Avenue Securities LLC performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management are based on which services the firm provides the client. Fees billed by Park Avenue Securities LLC most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5280 Carroll Canyon Road Suite 300
San Diego, CA 92121

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

CA Average: $7,464,549,021
Total Number of Employees

1,825

CA Average: 88
Total Number of Accounts

57,359

CA Average: 3,892
Average Account Size

$172,819

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

William Combs Work History

William has been registered as a financial advisor for 8 years.*

2021 - Present (3 years)

Guardian Life Insurance Company

2021 - Present (3 years)

Park Avenue Securities

2017 - 2021 (4 years)

Guardian Life Insurance

2017 - 2021 (4 years)

Park Avenue Securities

2015 - 2020 (5 years)

Park Avenue Securities LLC

2015 - 2020 (5 years)

Guardian Life Insurance

2014 - 2017 (3 years)

Park Avenue Securities

2013 - 2017 (4 years)

Guardian Life Ins

2010 - 2013 (3 years)

University Of San Diego

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Combs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Park Avenue Securities LLC

Andrew Matthieson
Alpharetta, GA
John Kelley
Englewood, CO
Chelsea Gottschling
Claremont, CA
William Roerden
Warwick, NY
Robert Armstrong
Charlotte, NC
Shane Davis
Allentown, PA
Joseph Stiles
Cincinnati, OH
Corwin Davidson
Liberty Hill, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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