Douglas CoeCRD Number: 5491856
Current Firm: Valic Financial Advisors, Inc.
Douglas Coe (CRD# 5491856) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 9 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
Summit Financial Group Inc.
|Aig Retirement Advisors||Linthicum, MD||May 2008 - Current||9|
|Harbour Petroleum||Melbourne, FL||Oct 2006 - May 2008||1|
|Chevy's||Arundel Mills, MD||May 2001 - Sep 2006||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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