Robert Coombs, financial advisor Newburgh NY
96 score

Robert Coombs

CRD Number: 868634
Current Firm: Wells Fargo Advisors Financial Network, LLC

Robert Coombs (CRD# 868634) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Newburgh, NY and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Newburgh, NY Jun 2016 - Current < 1
Lpl Financial, LLC New Winsor, NY May 2012 - Jun 2016 4
First Niagara Bank Vails Gate, NY May 2012 - Jun 2016 4
Hsbc Securities (usa) Inc. New York City, NY Jan 2005 - May 2012 7
Hsbc Bank Usa Vails Gate, NY Aug 2004 - May 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Robert M. Coombs
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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