Joseph Combest is a CFP-designated registered investment advisor at Second Line Capital, LLC, based in Duncan, OK, with 33 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,385 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Second Line Capital (2LC) offers investment management services for an annual fee based on the amount of assets under management. The management fee can be up to 2.00% annually. The fee is determined by the investment advisor representative and is allocated between 2LC and the representative. The fee is charged quarterly, in advance, based on the market value of the assets being managed on the last day of the previous quarter. 2LC also uses LPL programs, which have maximum fees ranging from 0.95% to 3.0%.
Location
45 N 9th Street, Suite 308, Duncan, OK, 73533
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Joseph is the owner/manager of Combest Land and Cattle Company, LLC, which engages in farming and rental property activities.
Employment History
Current Registrations
Second Line Capital, LLC
Previous Registrations
Triton Financial Group, INC
Hbw Advisory Services LLC
LPL Financial LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Combest Financial Services, INC.
Wfg Investments, INC.Broker
Wfg Advisors, LP
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Combest Financial Services, INC.
T.S. Phillips Investments, INC.Broker
Combest Financial Services, INC.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.