Edward O. Coambs
HEALTHY LOVE AND MONEY
Charlotte, NC
Some features on this profile are disabled
CRD#: 5198435
Professional summary
Edward Owen Coambs, CFP®, who also goes by Edward Coambs, is a registered financial advisor currently at HEALTHY LOVE AND MONEY located in Charlotte, North Carolina.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Edward has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Edward Coambs
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.
Ed Coambs provides the following services for additional compensation: A) Consulting/Supervision is a professional service to help advanced practitioners integrate multiple fields of study, knowledge, and skill that are relevant to the practice of financial planning. These services are contracted directly with either the financial planner or mental health professional through HealthyLoveandMoney.com B) Ed Coambs has authored two books that are publicly available on Amazon.com and Audible.com and other online retailers. They are available there for purchase independent of any financial planning and investment management services contracted. It is the sole discretion of Healthy Love and Money, LLC and Ed Coambs to make these books and any future books available to clients as a part of the contracted financial planning engagement. C) Ed Coambs has developed multiple on-line courses that individuals may purchase to assist them in ongoing self-awareness and relational growth. These courses are available for purchase independent of any financial planning and investment management services contracted for. It is the sole discretion of Healthy Love and Money, LLC and Ed Coambs to make these courses and any future courses available to clients as a part of the contracted financial planning engagement.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Owen Coambs's 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®
CFP®
Start date: 2011
Experience
Current
January 13, 2023 - Present
HEALTHY LOVE AND MONEY
RIA
CRD#: 324451
Charlotte, NC
Past
January 17, 2007 - August 19, 2010
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
CHARLOTTE, NC
Past
September 4, 2006 - December 1, 2006
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
CHARLOTTE, NC
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
North Carolina(1/13/2023)
IAR
Texas(10/31/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
HL
HEALTHY LOVE AND MONEY
HEALTHY LOVE AND MONEY | HEALTHY LOVE AND MONEY, LLC | HEALTHY LOVE AND MONEY WEALTH MANAGEMENT | HEALTHY LOVE AND MONEY LLC | HEALTHY LOVE AND MONEY FINANCIAL PLANNING
CRD#: 324451 / SEC#:
North Carolina
Registered Investment Advisory firm - (1/13/2023 Approved)Texas
Registered Investment Advisory firm - (10/25/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Charlotte, NC
Mailing Address
301 East John Street Suite 304, Matthews, NC 28105
Phone number
(980) 275-1627
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 300,000 |
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.
