Joshua R Albert

Advisor at Edward Jones — Duncan, OK W Elk Avenue

Updated today

Credentials

Series 66

Experience

8 years

Location

Duncan, OK 73533-1725

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Joshua Albert is a financial advisor at Edward Jones in Duncan, OK, with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he held roles at General Nutrition, First United Bank, and Gaddis & Gaddis. Outside of advising, he is involved in managing several real estate rental businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Duncan, OK W Elk Avenue

1661 W Elk Avenue, Elk Plaza Shopping Center

Duncan OK 73533-1725

Advisors at this office

1

Most active in

Oklahoma · Texas

Work history

8 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

General Nutrition

2017 - 2018 • 1 year

Ada, OK

First United Bank

2017 - 2017 • 1 year

Ada, OK

Gaddis & Gaddis

2016 - 2017 • 1 year

Ada, OK

First United Bank

2016 - 2016 • 1 year

Durant, OK

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Joseph C

CFP®, Series 63, Series 65

Duncan, OK

Second Line Capital, LLC

Joseph Combest is a CFP® with 33 years of experience in financial services. He is currently with Second Line Capital, LLC and has prior experience at Capstone Triton Financial Group LLC and Hbwadvisory Services LLC. Outside of his advisory work, he manages Combest Land and Cattle Company, LLC, a farming business. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities with investment and wealth management, financial planning, and retirement plan consulting. The firm uses a variety of advisory platforms and offers both discretionary and non-discretionary portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Kyle C

Series 65

Duncan, OK

Second Line Capital, LLC

Kyle Combest is a financial advisor at Second Line Capital, LLC with a Series 65 designation and over four years of experience in the financial services industry. His prior roles include positions at Chickasaw Community Bank, Liberty National Bank, and MidFirst Bank. He is also involved with Combest Financial Services. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a mix of proprietary model portfolios and independent managers to tailor portfolios according to clients’ objectives and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Eric D

Series 66

Duncan, OK

Thurston Springer Advisors

Eric Davis is a financial advisor with Thurston Springer Advisors, holding a Series 66 designation and 26 years of industry experience. He previously worked at Phillips Capital Advisors, Inc., T. S. Phillips Investments, Inc., and Equitable Advisors. Outside of his advising role, he serves as the school board president for Duncan Public Schools and is involved with local community organizations including the Stephens County Christmas Dinner Committee and the Duncan High School Tennis Booster. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, utilizing both discretionary programs and a range of investment approaches from buy-and-hold to active strategies.

Multi-generational wealth transfer Business exit / sale strategy Active portfolio management Founder/Business Owner Executive
user avatar

Kevin W

Series 66

Duncan, OK

Osaic Advisory Services, LLC

Kevin Womack is a financial advisor at Osaic Advisory Services, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Securities America, Inc. Prior to his advisory career, he was involved in education and managed a cattle business. Outside of his advisory role, Womack assists with a family-owned cable business as contract labor. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to build and monitor client portfolios.

Annuities
user avatar

Robert A

Series 66

Duncan, OK

Osaic Advisory Services, LLC

Robert Armstrong is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. He previously worked at Arbor Point Advisors and Securities America Inc for nine years each before joining Osaic in 2024. Armstrong serves as mayor of Duncan, Oklahoma, and is a board member of the Duncan Chamber of Commerce and the Schools Foundation, which supports local public education. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm provides a range of investment management and financial planning services through multiple program models, utilizing proprietary and third-party platforms to build and monitor client portfolios.

Annuities
user avatar

Terrin L

Series 66

Duncan, OK

Edward Jones

Terrin Liles is a financial advisor at Edward Jones with three years of industry experience and holds a Series 66 designation. He serves in Duncan, Oklahoma, and participates as a Steering Committee Assistant for Leadership Duncan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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