David Coombs, financial advisor Casper WY

David Coombs

CRD Number: 3051014
Current Firm: Primerica Advisors

David Coombs (CRD# 3051014) is an Investment Advisor Representative working at Primerica Advisors in Casper, WY and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Unemployed Temecula, CA Apr 2017 - Current 6
Pfs Investments Inc. Casper, WY Apr 1998 - Current 25
Primerica Financial Services Casper, WY Mar 1998 - Current 26
Hsbald Enterprises Inc. Temecula, CA Jan 2017 - Apr 2017 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for David J. Coombs
Phone Number: 833-786-0550
Registered State(s):
  • WY
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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