AdvisorOS Directory
Claim Profile
SC

Shirley Jamil Coria

NPB FINANCIAL GROUP, LLC·BURBANK, California
Unclaimed Profile
3500 W. OLIVE AVENUE, BURBANK, CA 91505CRD# 1111255Firm CRD# 137743
01

About

Shirley Jamil Coria is a registered financial advisor based in BURBANK, California, affiliated with NPB FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NPB FINANCIAL GROUP, LLC
NPB FINANCIAL GROUP, LLC
AUM
$249M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at NPB FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1111255
Firm CRD# 137743
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BURBANK?

Browse all registered financial advisors in BURBANK, California or claim this profile if it's yours.

Browse BURBANK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BURBANK
Mark Steven Pash — NPB FINANCIAL GROUP, LLCJames Hubert Braziel — NPB FINANCIAL GROUP, LLCRichard Benn Jr Mcfarland — NPB FINANCIAL GROUP, LLCAlbert Bruce Woodward Jr — NPB FINANCIAL GROUP, LLCNeal Edwin Nakagiri — NPB FINANCIAL GROUP, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile