Kathleen Coppola, financial advisor Pawleys Island SC
90 score

Kathleen Coppola

CRD Number: 6137468
Current Firm: Edward Jones

Kathleen Coppola (CRD# 6137468) is an Investment Advisor Representative working at Edward Jones in Pawleys Island, SC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Nov 2012 - Current 4
Unemployed Myrtle Beach, SC Jul 2012 - Nov 2012 < 1
Sunovion Pharmaceuticals Marlborough, MA Oct 2011 - Jun 2012 < 1
Inventiv Health Somerset, NJ Aug 2010 - Oct 2011 1
Glaxosmithkline Research Triangle, NC Oct 2003 - Aug 2010 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Kathleen Coppola
Phone Number: 314-515-2000
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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