Douglas Coe (CRD# 2208877) is an Investment Advisor Representative working at Moody Reid Financial Advisors LP in Kansas City, MO and has over 32 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coe Family, LP | Kansas City, MO | Jun 2005 - Current | 18 |
| Moody Reid Securities, LLC | Kansas City, MO | Mar 2005 - Current | 19 |
| The Money Center | Kansas City, MO | May 1997 - Current | 26 |
| Moody Reid Inc. | Kansas City, MO | Jun 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KS
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
GA, KS
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