Karen CokerCRD Number: 2731928
Current Firm: Phillips Capital Advisors, Inc.
Karen Coker (CRD# 2731928) is an Investment Advisor Representative working at Phillips Capital Advisors, Inc. in Oklahoma City, OK and has over 21 years of experience in the finance industry.
Leonard Investment Advisors Inc.
Plan Group Financial, Inc.
|T. S. Phillips Investments, Inc.||Oklahoma City, OK||Mar 2012 - Current||10|
|Capital West Securities, Inc.||Oklahoma City, OK||Aug 2004 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2000|
|S65||NASAA Investment Advisors Law Examination||Mar 2004|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management542MILLIONS
Total Number of Accounts347ACCOUNTS
Average Account Value$1,562,300
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CO, LA, NM, OK, TX
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