Brian C. Coombs
Investment adviser representative at Coombs Wealth Advisory, LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$139.6MFirm assets
Are you Brian C. Coombs? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Coombs Wealth Advisory, LLCAug 2015 to now
- Lonnie A. Coombs, CpaSep 2014 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Coombs Wealth Advisory, LLC
$139.6MAssets managed
18Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5687480
- Firm CRD
- 281132