NC
Namaine C. Coombs
TRUIST ADVISORY SERVICES
CHARLOTTE, NC 28202
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CRD#: 7960412
NC
Professional summary
Namaine Courtney Coombs, who also goes by Namaine Coombs, Jay Coombs, Namaine Jay Coombs, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Charlotte, North Carolina.
Namaine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Namaine has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Namaine Coombs | Jay Coombs | Namaine Jay Coombs
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.
UNLEASHED SUCCESS, LLC POSITION: CEO NATURE: Unleashed Success, LLC is a life-coaching and book publishing company focuses on replacing the limiting beliefs embedded within the subconscious mind that prevent people from achieving all they desire. By intentionally addressing the subconscious mind, self-development solutions can be permanent and self-sabotaging behavior can be minimized, leading to a happier and more successful life. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: Charlotte NC, United States DESCRIPTION: Responsible for providing overall direction and leadership for the company, making major decisions, serving as the face of the company, managing the company's finances, focusing on the company's growth. RENTAL PROPERTY POSITION: Landlord NATURE: Former residence available for rent to the public. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2010 ADDRESS: Winston Salem NC, United States DESCRIPTION: Approval of lease, repairs, and maintenance. Property is 100% managed by property management company.
CRS (Client Relationship Summary) - RIA
Click below to view Namaine Courtney Coombs'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®
NoneExperience
Current
August 30, 2024 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 214 North Tryon Street, Charlotte, NC 28202RIA
CRD#: 283390
CHARLOTTE, NC
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".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 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
North Carolina(8/30/2024)
Exams
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
