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Scott Christopher Mc Combs

Advisor at Cambridge Investment Research Advisors — Newport News, VA Tech Center Pkwy.

Updated today

Credentials

Series 66

Experience

6 years

Location

Newport News, VA 23606

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,908

Across 2,202 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Scott Mc Combs is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and six years of industry experience. He previously worked at MassMutual Greater Richmond and Hampden-Sydney College. Outside of his advisory role, Mc Combs engages in consulting and coaching. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Newport News, VA Tech Center Pkwy.

700 Tech Center Pkwy., Ste 200

Newport News VA 23606

Advisors at this office

2

Most active in

Texas · Virginia

Work history

6 years of industry experience

Cambridge Investment Research Advisors

2020 - Present • 6 years

Fairfield, IA

Cambridge Investment Research Inc.

2020 - Present • 6 years

Fairfield, IA

Cambridge Investment Research Inc.

2020 - Present • 6 years

Fairfield, IA

MassMutual Greater Richmond

2018 - 2020 • 2 years

Glen Allen, VA

Hampden-Sydney College

2014 - 2018 • 4 years

Hampden-Sydney, VA

Disclosures

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

Business activities & affiliations

Lauren M

CFP®

Yorktown, VA

Illuminate Wealth Management

As a military spouse, Lauren has pursued her interest in personal finance around the globe. Lauren joined Illuminate Wealth Management in 2021 and works primarily with clients through the firm's Retirement Readiness and Financial Foundations planning projects. She enjoys getting to know each client's unique situation and helping them think through important financial decisions. For clients approaching retirement, Lauren helps evaluate retirement income needs, Social Security claiming options, Required Minimum Distributions (RMDs), Roth conversion opportunities, and withdrawal strategies. Through the Financial Foundations projects, she works with individuals and families who want to build strong financial habits, organize their finances, and create a plan for future goals. In her free time, Lauren wrangles her three wild children (four if you include her husband) and is in constant pursuit of the perfect breakfast taco outside of Texas, which has yet to be found…

General retirement planning Roth conversion strategy Retirement withdrawal strategies Early retirement planning Military & Veterans Airline Pilot Approaching retirement Retired
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Lars L

CFP®, Series 66

Newport News, VA

Magnolia Lane Capital, LLC

Lars Lassen is a CFP® with 15 years of experience and is the sole advisor at Magnolia Lane Capital, LLC, an independent firm he has led since 2015. He serves as a trustee of the Lassen Irrevocable Family Trust and is involved in community activities as a board member of the Hampton Roads Academy Alumni Council and a volunteer mentor with the Oyster Point Rotary Club. Magnolia Lane Capital provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a value-oriented, fundamental stock-picking approach focused on selecting securities trading below intrinsic value, with portfolios tailored to clients’ risk tolerance and income needs.

Active portfolio management Tax-loss harvesting
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Jonathan W

Series 66

Newport News, VA

Montgomery Capital Management, LLC

Jonathan West is a financial advisor at Montgomery Capital Management, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Montgomery Capital Management since 2003. West is also the director of College Funding Group, LLC, where he provides advice on college funding, financial aid opportunities, and scholarship sources. Montgomery Capital Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management combined with college-funding consulting, employing an actively managed, top-down investment approach that adjusts portfolios based on a range of economic and market factors.

College savings (529s, UTMA, etc.) Active portfolio management Cash flow / budgeting
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Zachary B

Series 65

Hampton, VA

Bond Financial Planning, LLC

Zachary Bond is the principal advisor at Bond Financial Planning, LLC in Hampton, VA. He holds a Series 65 designation and has experience working as an engineer at Newport News Shipbuilding. Bond founded Bond Financial Planning, an independent registered investment adviser that provides discretionary investment management and financial planning for individual and high-net-worth clients. The firm emphasizes a long-term, fundamental-analysis approach and constructs portfolios primarily using ETFs and mutual funds, with occasional use of individual securities.

Active portfolio management Options & derivatives strategies Cash flow / budgeting Engineering Professional
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Robert M

Series 65

Williamsburg, VA

Capitol Landing Wealth

Robert Meadows is a Series 65 registered advisor with Capitol Landing Wealth Management in Williamsburg, VA, where he has worked since 2024. He has over a year of industry experience and previously worked at Fitzwilliams Financial and Atlantic Appraisal Group. Outside of his advisory role, Meadows is President of Meadows Appraisal Group, a real estate appraisal firm, and Meadows Tax Advisory, a tax preparation business. Capitol Landing Wealth Management offers investment management and comprehensive financial planning services through the AssetMark platform, serving a diverse client base that includes individuals, institutions, and governmental entities. The firm employs a multi-method investment approach with discretionary account management and provides access to fee-only annuity solutions and standalone planning engagements.

General retirement planning Income planning Annuities Founder/Business Owner
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Michael C

CFP®

Williamsburg, VA

Foundations Financial Planning, LLC

Michael Coirin is a CFP® professional with 16 years of experience, operating as the sole advisor at Foundations Financial Planning, LLC in Williamsburg, VA. Foundations Financial Planning offers personalized, confidential financial planning and investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation, core-and-satellite investment approach that favors low-cost, no-load mutual funds and ETFs, providing recommendations through written reports and periodic reviews without discretionary trading authority or custody of client assets.

General retirement planning Social Security optimization General tax planning Cash flow / budgeting
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