Unclaimed Profile

Lonnie A. Coombs

COOMBS WEALTH ADVISORY, LLC·BLUE BELL, Pennsylvania

Clean record10 years registeredCOOMBS WEALTH ADVISORY, LLC

490 NORRISTOWN ROAD, BLUE BELL, PA 19422CRD# 6543572Firm CRD# 281132

Profile Verification

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

Identity

Lonnie A. Coombs · BLUE BELL, PA

Registration

CRD #6543572 · COOMBS WEALTH ADVISORY, LLC · 10 years registered

Brand Profile

Not yet started

Career History

COOMBS WEALTH ADVISORY, LLC

Sep 2015 – present

Registrations & Exams

Registration record

First registered · September 9, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COOMBS WEALTH ADVISORY, LLC

CRD 281132 · SEC 801-129867

AUM

$145M

Regulatory assets under management

Employees

89 client accounts

Services offered by COOMBS WEALTH ADVISORY, 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 COOMBS WEALTH ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Lonnie A. Coombs offer?

Lonnie A. Coombs specializes in Financial Planning, Investment Management. Contact their office in BLUE BELL, Pennsylvania for a consultation.

What are Lonnie A. Coombs's credentials?

Lonnie A. Coombs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lonnie A. Coombs located?

Lonnie A. Coombs is based in BLUE BELL, Pennsylvania, working with COOMBS WEALTH ADVISORY, LLC. Their office serves clients in the BLUE BELL metropolitan area and surrounding communities.

How does Lonnie A. Coombs charge for services?

Lonnie A. Coombs's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COOMBS WEALTH ADVISORY, LLC?

COOMBS WEALTH ADVISORY, LLC has approximately 2 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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