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Kristen Elizabeth Coombs

KRISTEN E. COOMBS LLC·STATE COLLEGE, Pennsylvania
Clean recordKRISTEN E. COOMBS LLC
366 WALKER DRIVE, STATE COLLEGE, PA 16801CRD# 4270127Firm CRD# 311243

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristen Elizabeth Coombs · STATE COLLEGE, PA
Registration
CRD #4270127 · KRISTEN E. COOMBS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kristen Elizabeth Coombs is a registered financial advisor based in STATE COLLEGE, Pennsylvania, affiliated with KRISTEN E. COOMBS 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
Introduction

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03

Firm Overview

Firm
KRISTEN E. COOMBS LLC
INVESTED ADVISORS
AUM
$191M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at KRISTEN E. COOMBS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4270127
Firm CRD# 311243
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kristen Elizabeth Coombs offer?
Kristen Elizabeth Coombs specializes in Financial Planning, Investment Management. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.
What are Kristen Elizabeth Coombs's credentials?
Kristen Elizabeth Coombs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristen Elizabeth Coombs located?
Kristen Elizabeth Coombs is based in STATE COLLEGE, Pennsylvania, working with KRISTEN E. COOMBS LLC. Their office serves clients in the STATE COLLEGE metropolitan area and surrounding communities.
How does Kristen Elizabeth Coombs charge for services?
Kristen Elizabeth Coombs's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KRISTEN E. COOMBS LLC?
KRISTEN E. COOMBS LLC has approximately 4 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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