John Coppola (CRD# 4457045) is an Investment Advisor Representative working at Client First Advisors, LLC in Mount Pleasant, SC and has over 22 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sanctuary Investment Group, LLC | Mount Pleasant, SC | Nov 2018 - Current | 5 |
| Charleston Opportunity Fund, LP | Mount Pleasant, SC | Nov 2018 - Current | 5 |
| Client First Advisors, LLC | Chapell Hll, NC | May 2014 - Current | 9 |
| Liberty Partners Financial Services, LLC | Mt. Pleasant, SC | Jun 2017 - Jun 2017 | < 1 |
| Forefront Capital Management, LLC | New York, NY | Jun 2014 - Jul 2015 | 1 |
| Forefront Capital Markets, LLC | New York, NY | Jun 2014 - Jul 2015 | 1 |
| Bank Of America, N.a. | Bridgewater, NJ | Feb 2013 - May 2014 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgewater, NJ | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
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- NJ
- NC
- SC
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts61ACCOUNTS
-
Average Account Value$136,262
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
NC, NJ, NY, SC, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.