Coty Primeaux, financial advisor Laurel MS
79 score

Coty Primeaux

CRD Number: 4434949
Current Firm: Cetera Investment Advisers LLC

Coty Primeaux (CRD# 4434949) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Laurel, MS and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Regions Bank Laurel, MS Jan 2015 - Current 1
Cetera Investment Services LLC St. Cloud, MN Jan 2015 - Current 1
Cetera Investment Advisers LLC Laurel, MS Jan 2015 - Current 1
Wells Fargo Bank, Na Hattiesburg, MS Jun 2014 - Jan 2015 < 1
Wells Fargo Advisors, LLC Hattiesburg, MS Jun 2014 - Jan 2015 < 1
J.p. Morgan Securities LLC Mandeville, LA Oct 2012 - Jun 2014 1
Coty J Primeaux Baton Rouge, LA Jul 2012 - Jun 2013 < 1
Chase Investment Services Corp. Chicago, IL Jul 2005 - Oct 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Coty J. Primeaux
Phone Number: 888-528-2987
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
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
79

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