Patrick
Combs

Pfg Advisors

CRD#2277219
Investment Advisor
in Austin, TX
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About this Advisor

Patrick Combs is a certified financial planner operating in Austin, Texas, who has been in the industry for 12 years. Combs currently works for Pfg Advisors. During their career, Combs has held roles at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Truwest Credit Union, Lpl, Truwest Wealth Management Services and Securities America Inc. Combs maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to serve investors in Texas. Pfg Advisors is a firm that has its headquarters in Austin, Texas. The firm has offices in 26 locations and a total of 37 employees. It oversees $223 million in assets across its 1,184 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,184 client accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in assets. Pfg Advisors provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually are based on the financial services. Fees billed by Pfg Advisors likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6001 William Cannon Suite 100
Austin, TX 78749

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Pfg Advisors Brokerage Details

Total Assets Under Management

$797,610,169

TX Average: $1,555,372,352
Total Number of Employees

75

TX Average: 37
Total Number of Accounts

3,517

TX Average: 1,370
Average Account Size

$226,787

TX Average: $1,135,308

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Investment Advisory Services

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

Patrick Combs Work History

Patrick has 12 years of experience.

2017 - Present (2 years)

Securities America Inc

2016 - Present (3 years)

Truwest Wealth Management Services

2014 - Present (5 years)

Lpl

2014 - Present (5 years)

Truwest Credit Union

2013 - Present (6 years)

Truwest Credit Union

2010 - 2014 (4 years)

Thrivent Financial For Lutherans

2006 - 2014 (8 years)

Thrivent Investment Management Inc

2006 - 2010 (4 years)

Thrivent Financial For Lutherans

Disclosures

Patrick Combs has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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