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
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Total Assets Under Management8MILLIONS
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Total Number of Accounts61ACCOUNTS
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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
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