Amy ColeCRD Number: 4601714
Current Firm: Suntrust Investment Services, Inc.
Amy Cole (CRD# 4601714) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Charleston, SC and has over 12 years of experience in the finance industry.
Coastal Wealth Advisors, LLC
First Citizens Investor Services, Inc.
|Suntrust Investment Services, Inc.||Atlanta, GA||Jan 2011 - Current||7|
|Carolina First Bank||Charleston, SC||Mar 2008 - Dec 2010||2|
|Uvest Financial Services Group, Inc.||Charlotte, NC||Mar 2008 - Dec 2010||2|
|Suntrust Bank||Mount Pleasant, SC||May 2007 - Mar 2008||< 1|
|Morgan Keegan & Company, Inc.||Memphis, TN||Oct 2002 - Mar 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2005|
|S66||NASAA Uniform Combined State Law Examination||Mar 2011|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV