Unclaimed Profile

Shirley Jamil Coria

NPB FINANCIAL GROUP, LLC·BURBANK, California

SIE, Series 7, Series 24, Series 63, Series 66, Series 99TO24 years registeredNPB FINANCIAL GROUP, LLC

3500 W. OLIVE AVENUE, BURBANK, CA 91505CRD# 1111255Firm CRD# 137743

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shirley Jamil Coria · BURBANK, CA

Registration

CRD #1111255 · NPB FINANCIAL GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

NI ADVISORS

Jul 2026 – present

HAWLEY ADVISORS

Jan 2026 – present

INDEPENDENT FINANCIAL GROUP, LLC

Jul 2022 – Jul 2024

SAN DIEGO, CA

NPB FINANCIAL GROUP, LLC

Jan 2006 – Jul 2022

BURBANK, CA

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

Sep 2001 – Jul 2005

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · September 10, 2001

Years registered · 24

Disclosure History

2023Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NPB FINANCIAL GROUP, LLC

CRD 137743 · SEC 801-65903

AUM

$249M

Regulatory assets under management

Employees

1,698 client accounts

Services offered by NPB FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NPB FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Shirley Jamil Coria offer?

Shirley Jamil Coria specializes in Financial Planning, Investment Management. Contact their office in BURBANK, California for a consultation.

What are Shirley Jamil Coria's credentials?

Shirley Jamil Coria is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shirley Jamil Coria located?

Shirley Jamil Coria is based in BURBANK, California, working with NPB FINANCIAL GROUP, LLC. Their office serves clients in the BURBANK metropolitan area and surrounding communities.

How does Shirley Jamil Coria charge for services?

Shirley Jamil Coria's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NPB FINANCIAL GROUP, LLC?

NPB FINANCIAL GROUP, LLC has approximately 5 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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