Derek Cofer, financial advisor Anadarko OK
93 score

Derek Cofer

CRD Number: 5503798
Current Firm: Edward Jones

Derek Cofer (CRD# 5503798) is an Investment Advisor Representative working at Edward Jones in Anadarko, OK and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2010 - Current 6
Kirkpatrick Bank Edmond, OK Jul 2009 - Jul 2010 1
Unemployed Edmond, OK Apr 2009 - Jun 2009 < 1
Edward Jones St Louis, MO Jun 2008 - Mar 2009 < 1
Edward Jones Edmond, OK Feb 2008 - May 2008 < 1
Unemployed Edmond, OK Aug 2007 - Mar 2008 < 1
Sooner Curb Moore, OK Jun 2007 - Aug 2007 < 1
Kirkpatrick Bank Edmond, OK Jun 2006 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Derek M. Cofer
Phone Number: 314-515-2000
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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