Unclaimed Profile

Lonnie A. Coombs

COOMBS WEALTH ADVISORY, LLC·BLUE BELL, Pennsylvania

Clean recordCOOMBS 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lonnie A. Coombs is a registered financial advisor based in BLUE BELL, Pennsylvania, affiliated with COOMBS WEALTH ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COOMBS WEALTH ADVISORY, LLC

AUM

$145M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COOMBS WEALTH ADVISORY, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6543572

Firm CRD# 281132

View on FINRA BrokerCheck →

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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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