Douglas Coppola (CRD# 834198) is an Investment Advisor Representative working at Crown Wealth Group LLC in Charlotte, NC and has over 31 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Wealth Group LLC | Chapel Hill, NC | Sep 2019 - Current | 4 |
| Client First Advisors, LLC | Chapel Hill, NC | Nov 2011 - Sep 2019 | 7 |
| Corinthian Partners, LLC | New York, NY | Oct 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
- NC
- TX
-
Total Assets Under Management257MILLIONS
-
Total Number of Accounts898ACCOUNTS
-
Average Account Value$286,439
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, GA, LA, NC, NH, NJ, NM, NY, PA, SC, TX, VA
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