Guido Coccarelli, financial advisor Richardson TX
93 score

Guido Coccarelli

CRD Number: 1899203
Current Firm: Global Financial Private Capital, LLC

Guido Coccarelli (CRD# 1899203) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Richardson, TX and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Global Financial Private Capital Sarasota, FL May 2011 - Current 5
Coccarelli Wealth Management Richardson, TX May 2011 - Current 5
Peregrine Diversifited Investment Services Chicago, IL May 2011 - May 2011 < 1
Best Direct Securities, LLC Cedar Falls, IA Jan 2011 - May 2011 < 1
Ams Advisors, LLC Austin, TX Nov 2010 - May 2011 < 1
Brewer Financial Services, LLC Chicago, IL May 2010 - Nov 2010 < 1
Brewer Investment Advisors, LLC Chicago, IL May 2010 - Nov 2010 < 1
American Express Financial Advisors Inc. Richardson, TX Nov 1988 - May 2010 21
Ids Life Insurance Company Richardson, TX Nov 1988 - May 2010 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
Contact Info for Guido A. Coccarelli
Phone Number: 866-641-2186
Firm Website: http://www.gf-pc.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    5,864
    MILLIONS
  • Total Number of Accounts
    66,671
    ACCOUNTS
  • Average Account Value
    $87,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
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
93
Clean Record
This advisor has a clean track record with regulators.

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