Charles Coe, financial advisor Memphis TN
96 score

Charles Coe

CRD Number: 5282582
Current Firm: Wfg Advisors, LP

Charles Coe (CRD# 5282582) is an Investment Advisor Representative working at Wfg Advisors, LP in Memphis, TN and has over 9 years of experience in the finance industry. Charles Coe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wfg Investment Memphis, TN Dec 2011 - Current 5
Morgan Stanley Smith Barney Memphis, TN Jun 2009 - Dec 2011 2
Morgan Stanley & Company, Incorporated Memphis, TN Apr 2007 - Dec 2011 4
Morgan Stanley Dw Inc. Memphis, TN Jan 2007 - Apr 2007 < 1
Premier Beverage Jacksonville, FL May 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Charles R. Coe
Phone Number: 972-661-8700
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    1,466
    MILLIONS
  • Total Number of Accounts
    9,918
    ACCOUNTS
  • Average Account Value
    $147,783
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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