Joseph Houston Combest

Employer firm

Second Line Capital, LLC CRD 324386

$1.32B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2005 → Present
  Combest Financial Services, Inc.
  Duncan, OK
• 01/2020 → 10/2022
  Hbwadvisory Services Llc
  Simi Valley, CA
• 08/2010 → Present
  Combest Land And Cattle Company, Llc
  Duncan, OK
• 09/2022 → 12/2024
  Capstone Triton Financial Group Llc
  Duncan, OK

Previous Registrations

• 2022-09-06 → 2025-01-07
  Triton Financial Group, Inc
  Duncan, OK
  Oklahoma City, OK
  Duncan, OK
• 2020-01-02 → 2022-10-12
  Hbw Advisory Services Llc
  Duncan, OK
  Duncan, OK
  Simi Valley, CA
  Duncan, OK
• 2010-10-28 → 2020-06-30
  Combest Financial Services, Inc.
  Duncan, OK
  Duncan, OK
• 2010-03-31 → 2010-12-31
  Wfg Advisors, Lp
  Duncan, OK
• 2009-06-22 → 2010-03-31
  Raymond James Financial Services Advisors, Inc
  Duncan, OK
• 2009-03-20 → 2009-08-26
  Combest Financial Services, Inc.
  Duncan, OK
  Corona, CA
• 2005-11-02 → 2009-04-09
  Combest Financial Services, Inc.
  Duncan, OK
  Corona, CA
• 1999-10-20 → 2005-06-27
  Raymond James Financial Services, Inc.
  Corona, CA

Other Businesses

1. Owner/manager of Combest Land and Cattle Company, LLC. Farming and rental property.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-10
• S63 Uniform Securities Agent State Law Examination
  1992-08-27

Designations

• Certified Financial Planner

Other Names

• Joe Combest
• Joseph Combest