Erin Coatney (CRD# 7014376) is an Investment Advisor Representative working at Kyle S. Scott Financial Planning, Inc. in Fort Collins, CO and has over 5 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kyle S Scott Financial Planning Inc. | Fort Collins, CO | Apr 2021 - Current | 3 |
| Kyle S Scott Financial Planning Inc. | Fort Collins, CO | Nov 2018 - Current | 5 |
| Kyle S Scott Financial Planning Inc. | Fort Collins, CO | Nov 2017 - Current | 6 |
| Traveling/unemployed | Severance, CO | May 2017 - Nov 2017 | < 1 |
| Full Time Student | Greeley, CO | Aug 2014 - May 2017 | 2 |
| Pole Creek Golf Club | Tabernash, CO | May 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- CO
-
Total Assets Under Management57MILLIONS
-
Total Number of Accounts435ACCOUNTS
-
Average Account Value$130,115
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CO, TX
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