Brian Coombs (CRD# 5687480) is an Investment Advisor Representative working at Coombs Wealth Advisory, LLC in Blue Bell, PA and has over 14 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coombs Wealth Advisory, LLC | Blue Bell, PA | Aug 2015 - Current | 8 |
| Lonnie A. Coombs, Cpa | Blue Bell, PA | Sep 2014 - Current | 9 |
| The Vanguard Group, Inc. | Malvern, PA | Jul 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
- NJ
- PA
- TX
-
Total Assets Under Management145MILLIONS
-
Total Number of Accounts89ACCOUNTS
-
Average Account Value$1,632,067
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NJ, PA, TX
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