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Kristen Elizabeth Coombs

KRISTEN E. COOMBS LLC·STATE COLLEGE, Pennsylvania
SIE, Series 7, Series 7TO, Series 66CFPClean record19 years registeredKRISTEN 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 · 19 years registered
Brand Profile
Not yet started
01

Career History

INVESTED ADVISORS
Dec 2020 – present
H. BECK, INC.
May 2013 – Dec 2020
STATE COLLEGE, PA
PFG FINANCIAL ADVISORS
Sep 2006 – May 2013
STATE COLLEGE, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 66
Registration record
First registered · September 5, 2006
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KRISTEN E. COOMBS LLC
CRD 311243 · SEC 801-119770
AUM
$191M
Regulatory assets under management
Employees
4
512 client accounts
Services offered by KRISTEN E. COOMBS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KRISTEN E. COOMBS LLC →
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05

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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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