Nicole Coar, financial advisor Stevensville MI

Nicole Coar

CRD Number: 6034924
Current Firm: True Blue Financial, LLC

Nicole Coar (CRD# 6034924) is an Investment Advisor Representative working at True Blue Financial, LLC in Stevensville, MI and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
True Blue Financial, LLC Stevensville, MI Dec 2020 - Current 3
Lpl Financial LLC Stevensville, MI Mar 2014 - Current 10
Lpl Financial LLC Stevensville, MI Mar 2014 - Dec 2020 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Nicole M. Coar
Phone Number: 269-982-2710
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $376,944
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, IL, IN, MI, TX

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