Fonda Coffey, financial advisor Lexington VA

Fonda Coffey

CRD Number: 5248939
Current Firm: Lpl Financial LLC

Fonda Coffey (CRD# 5248939) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, VA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Lexington, VA Aug 2021 - Current 2
Bank Of Boutetourt Lexington, VA Aug 2021 - Current 2
Cetara Advisor Networks El Segundo, CA Aug 2018 - Aug 2021 3
Bb&t Securities, LLC Lexington, VA Jan 2018 - Jun 2018 < 1
Bb&t Investments Charlotte, NC Nov 2006 - Jun 2018 11
Bb&t Bank Lexington, VA Oct 2000 - Jun 2018 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2006
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Fonda M. Coffey
Phone Number: 704-733-3300
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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, WY

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