David CoatesCRD Number: 4487579
Current Firm: 1st Global Advisors Inc.
David Coates (CRD# 4487579) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Olympia, WA and has over 15 years of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Nr Smith & Associates, P.s.
Stapp Financial Planning, Pllc
|1st Global Insurance Services, Inc.||Olympia, WA||Jun 2008 - Current||9|
|1st Global Advisors, Inc.||Olympia, WA||Apr 2002 - Current||15|
|1st Global Capital Corp||Olympia, WA||Jan 2002 - Current||16|
|Frost & Company, P.s.||Olympia, WA||Nov 1999 - Current||18|
|1st Global Insurance Services, Inc.||Olympia, WA||Mar 2006 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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
- 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, VI, VT, WA, WI, WV