Stephen Coombs (CRD# 2449381) is an Investment Advisor Representative working at Ingham Retirement Group in Cordova, TN and has over 4 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ingham Retirement Group | Miami, FL | Jul 2018 - Current | 5 |
Brewster & Brewster | Painesville, OH | Sep 2017 - Jul 2018 | < 1 |
Unemployed | Cordova, TN | May 2017 - Sep 2017 | < 1 |
Watkins Uiberall, Pllc | Memphis, TN | Nov 2015 - Apr 2017 | 1 |
Massmutual | Cordova, TN | Jun 1995 - Nov 2015 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- FL
- TN
-
Total Assets Under Management2,064MILLIONS
-
Total Number of Accounts1,069ACCOUNTS
-
Average Account Value$1,931,149
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, GA, MD, NC, NJ, NY, TN, TX, VA, VI
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