Eli
Combs

Ria Advisors

CRD#2049831
Investment Advisor
in Round Rock, TX

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About this Advisor

Eli Combs is a financial advisor who works in Round Rock, Texas who has 3 years of relevant experience. Combs is an employee of Ria Advisors. Over the course of their career, they have held roles at The Combs Group, Advanced Wealth Strategies Group, First Allied Securities, Inc, First Allied Advisory Services, Inc and Dfpg Investments, Inc. Combs maintains a Series 63 license, which qualifies them as a securities broker, and is able to operate in Colorado, Louisiana and Texas. Ria Advisors is an advisory business operating out of Houston, TX. It has offices in three locations and a total of 20 people on staff. It has $1 billion in assets under management between its 3,066 accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 3,066 client accounts, 23% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. Financial advisory fees usually are based on the services provided. Fee types billed by Ria Advisors most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

310 West Main Ave.
Round Rock, TX 78664

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Ria Advisors Brokerage Details

Total Assets Under Management

$1,104,056,685

TX Average: $3,042,739,679
Total Number of Employees

20

TX Average: 49
Total Number of Accounts

3,066

TX Average: 2,315
Average Account Size

$360,097

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Eli Combs Work History

Eli has been registered as a financial advisor for 3 years.*

2005 - Present (19 years)

Advanced Wealth Strategies Group

1997 - Present (27 years)

The Combs Group

2015 - 2017 (2 years)

Dfpg Investments, Inc

2008 - 2015 (7 years)

First Allied Securities, Inc

2008 - 2015 (7 years)

First Allied Advisory Services, Inc

*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 Eli 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 Ria Advisors

James Ratliff
Houston, TX
Jonathan Mccarty
Houston, TX
Richard Rosso
Houston, TX
Thomas Allen
Houston, TX
Frank Marrone
Houston, TX
Jonathan Penn
Houston, TX
Craig Severin
Houston, TX
Susan Cross
Durango, CO

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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