Nicole CoarCRD Number: 6034924
Current Firm: Lpl Financial LLC
Nicole Coar (CRD# 6034924) is an Investment Advisor Representative working at Lpl Financial LLC in Stevensville, MI and has over 3 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Northwestern Mutual Investment Services,llc
|Lpl Financial LLC||Stevensville, MI||Feb 2012 - Current||5|
|Unemployed||Saint Joseph, MI||May 2004 - Feb 2012||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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)
- Educational seminars/workshops