Joseph
Combest
Capstone Triton Financial Group LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Joseph Combest is a certified financial planner operating out of Duncan, Oklahoma who has 1 year of relevant experience. Combest currently works for Capstone Triton Financial Group LLC. Over the course of their career, they have held roles at Combest Financial Services, Inc, Purshe Kaplan Sterling Investments, Lpl Financial, LLC, Combest Land And Cattle Company, LLC, Capstone Triton Financial Group LLC and Hbwadvisory Services LLC. Combest has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Oklahoma. Capstone Triton Financial Group LLC is a registered investment company that has its headquarters in Oklahoma City, OK. It oversees $278 million in assets under management between its 1,011 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm serves three charities and foundations. Of its 1,011 client accounts, 24% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Capstone Triton Financial Group LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fees charged by Capstone Triton Financial Group LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Capstone Triton Financial Group LLC Brokerage Details
$277,844,408
10
1,011
$274,821
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joseph Combest Work History
Joseph has been registered as a financial advisor for 1 years.*
Capstone Triton Financial Group LLC
Hbwadvisory Services LLC
Combest Land And Cattle Company, LLC
Combest Financial Services, Inc
Combest Financial Services, Inc
Lpl Financial, LLC
Purshe Kaplan Sterling Investments
*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 Joseph Combest 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 Capstone Triton Financial Group LLC
Oklahoma City, OK
Oklahoma City, OK
Duncan, OK
Oklahoma City, OK
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
