David
Tombs
Amicus Financial Advisors, LLC
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About this Advisor
David Tombs is a certified financial planner and chartered financial analyst based in Lubbock, Texas with a total of 8 years of relevant experience. Tombs is an advisor for Amicus Financial Advisors, LLC. Over the course of their career, they have held roles at Amicus Financial Advisors, LLC, Texas Tech University and Church Of Jesus Christ Of Latter-Day Saints. Tombs has a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Texas. Amicus Financial Advisors, LLC is a registered investment company that has its headquarters in Lubbock, TX. The firm has offices in nine locations and a total of 18 advisors. It has $354 million in assets among its 1,258 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm serves one charitable organizations. Of its 1,258 client accounts, 16% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors are based on which services are offered. Fees charged by Amicus Financial Advisors, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Amicus Financial Advisors, LLC Brokerage Details
$353,837,936
18
1,258
$281,270
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Tombs Work History
David has been registered as a financial advisor for 8 years.*
Amicus Financial Advisors, LLC
Church Of Jesus Christ Of Latter-Day Saints
Texas Tech University
*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 David Tombs 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 Amicus Financial Advisors, LLC
Midland, TX
Lubbock, TX
Lubbock, TX
Lubbock, TX
Lubbock, TX
Bryan, TX
Pearland, TX
Lubbock, 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.
