John Coats (CRD# 2784990) is an Investment Advisor Representative working at Eagle Strategies LLC in The Dalles, OR and has over 27 years of experience in the finance industry.
CRD# 4542577
Cuso Financial Services
CRD# 1823893
Raymond James Financial Services Advisors, Inc.
CRD# 4771578
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Coats Financial Group | The Dalles, OR | May 2015 - Current | 8 |
| Nylife Securities LLC | Portland, OR | Aug 1996 - Current | 27 |
| New York Life Insurance Company | Portland, OR | Jul 1996 - Current | 27 |
| Coats Jackson Financial Group | The Dalles, OR | Feb 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1996 |
- OR
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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