CC
CFP · ChFC
CC
CFP · ChFC

Coburn Crosby

9 Years of Experience
Chatsworth, CA
BrokerSells Insurance

Coburn Crosby is a CFP, ChFC-designated registered investment advisor, based in Chatsworth, CA, with 9 years of industry experience.

Location

Chatsworth, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Coburn owns Four Oaks Wealth Strategies, is an agent for Coby Crosby in insurance/benefits/human resources, and owns real estate. He also works as an advisory representative of a registered investment advisor (RIA) and owns Public Employee Retirement Consultants (PERC).

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
July 2024 - Present · 2 yrs 2 mos
Cambridge Investment Research, INC.Broker
July 2024 - Present · 2 yrs 2 mos
Previous Registrations
Equitable Advisors, LLC
February 2017 - July 2024 · 7 yrs 5 mos
Equitable Advisors, LLCBroker
January 2017 - July 2024 · 7 yrs 6 mos
State Registrations4 states
AZCAIDNV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Coburn Crosby - Financial Advisor | TrueAdvisor