Courtney Allison Coombs

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → 04/2025
  Ameriprise Financial Services, Llc
  Midlothian, VA
• 04/2025 → 11/2025
  Edward Jones
  St. Louis, MO
• 01/2026 → 08/2026
  National Life Group
  Henrico, VA
• 01/2026 → 08/2026
  Equity Services Inc
  Montpelier, VT
• 08/2026 → Present
  Massmutual Life Insurance Company
  Glen Allen, VA
• 08/2026 → Present
  Mml Investors Services Llc
  Glen Allen, VA

Previous Registrations

• 2026-01-09 → 2026-08-03
  Equity Services, Inc.
  Richmond, VA
  Roanoke, VA
• 2025-04-25 → 2025-12-26
  Edward Jones
  Chesterfield, VA
• 2012-05-11 → 2025-04-14
  Ameriprise Financial Services, Llc
  Minneapolis, MN
  Midlothian, VA
  Midlothian, VA
• 2006-04-07 → 2012-01-27
  Ameriprise Financial Services, Llc
  Fairfax, VA
  Centreville, VA

Other Businesses

NAME: INTELETRAVEL INV REL: N ADDR: RESIDENTIAL ADDRESS NATURE: TRAVEL AGENCY POSITION: TRAVEL AGENT START DATE: 1/1/2025 NO. HR/MO: 12 NO. HR/MO DURING SEC TRADING: 0 DUTIES: BOOKING TRAVEL FOR CLIENTS

Exams

• S66 Uniform Combined State Law Examination
  2006-04-06

Other Names

• Courtney Allison Willinger
• Courtney Allison Willinger
• Courtney A Maddox
• Courtney A Coombs
• Courtney Allison Maddox
• Courtney Allison Coombs