Christopher J. Coble

RIDGECREST WEALTH PARTNERS

SAN RAFAEL, CA 94901

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CRD#: 4935753

Professional summary

Christopher J Coble, who also goes by Christopher John Coble, Chris Coble, is a registered financial advisor currently at RIDGECREST WEALTH PARTNERS, LLC located in San Rafael, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christopher has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher John Coble | Chris Coble

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Bike Race; Investment related Yes; Bike Race; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2005; During business hours: Nil; After business hours: 2

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher J Coble's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 26, 2021 - Present

RIDGECREST WEALTH PARTNERS, LLC

Office #1: 851 Irwin St #225c, San Rafael, CA 94901

RIA

CRD#: 311984

SAN RAFAEL, CA

Past

April 15, 2019 - March 17, 2021

MORGAN STANLEY

RIA

CRD#: 149777

SAN FRANCISCO, CA

Past

April 4, 2019 - March 17, 2021

MORGAN STANLEY

CRD#: 149777

SAN FRANCISCO, CA

Past

April 11, 2011 - November 30, 2011

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

BERKELEY, CA

Past

November 11, 2009 - May 24, 2010

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

SAN MATEO, CA

Past

March 26, 2007 - May 24, 2010

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

CRD#: 13594

SAN MATEO, CA

Past

December 8, 2006 - March 26, 2007

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

CRD#: 27884

SAN MATEO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RIDGECREST WEALTH PARTNERS, LLC

CRD#: 311984 / SEC#: 801-120053

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/26/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/15/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/24/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/4/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/23/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/25/2011

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/7/2006

General Securities Representative Examination

Current Firm

RIDGECREST WEALTH PARTNERS, LLC

CRD#: 311984 / SEC#: 801-120053

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

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Contact information

Main Address

851 Irwin St #225c, San Rafael, CA 94901

Mailing Address

35 Miller Ave #206, Mill Valley, CA 94941

Phone number

(415) 227-2881

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RIDGECREST WEALTH PARTNERS DISCLOSURE BROCHURE (1/24/2025)

Regulatory assets under management

Total Number of Accounts	688
AUM (Assets Under Management)	$ 619,601,760

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Christopher J. Coble

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher J Coble's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

COMMONWEALTH FINANCIAL NETWORK

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP.

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC.

Primary Firm SEC Registration

RIDGECREST WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/15/2019

Series 63

Date: 1/24/2007

Series 7TO

Date: 4/4/2019

SIE

Date: 3/23/2019

Series 31

Date: 5/25/2011

Series 7

Date: 12/7/2006

Current Firm

RIDGECREST WEALTH PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RIDGECREST WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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