Kristen Coombs, financial advisor State College PA

Kristen Coombs

CRD Number: 4270127
Current Firm: Kristen E. Coombs LLC

Kristen Coombs (CRD# 4270127) is an Investment Advisor Representative working at Kristen E. Coombs LLC in State College, PA and has over 15 years of experience in the finance industry. Kristen Coombs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kristen Coombs Financial Advisors State College, PA Dec 2020 - Current < 1
H. Beck, Inc. Bethesda, MD May 2013 - Dec 2020 7
Walnut Street Securities State College, PA Aug 2006 - May 2013 6
Pfg Financial Advisors State College, PA Aug 2006 - May 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2005
Contact Info for Kristen E. Coombs
Phone Number: 814-235-2703
Registered State(s):
  • PA
Current Firm Details
Kristen E. Coombs LLC
Firm's CRD Number: 311243
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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