Craig Coker (CRD# 5036047) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Midway, KY and has over 18 years of experience in the finance industry.
CRD# 5157750
Context Financial LLC
CRD# 1061144
Ameriprise Financial Services, LLC
CRD# 6589185
Biechele Royce Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silver Oak Securities, Inc. | Jackson, TN | Aug 2019 - Current | 4 |
| Coker Wealth Management LLC | Midway, KY | Mar 2019 - Current | 5 |
| Zeiders Enterprises | Midway, KY | Oct 2018 - Current | 5 |
| Cantella & Company, Inc. | Malden, MA | Feb 2019 - Aug 2019 | < 1 |
| Allstate Financial | Lexington, KY | Aug 2018 - Mar 2019 | < 1 |
| Self Employed | Midway, KY | Oct 2017 - Aug 2018 | < 1 |
| Independent Financial Group | San Antonio, TX | Jun 2013 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- KY
- TX
-
Total Assets Under Management1,463MILLIONS
-
Total Number of Accounts10,311ACCOUNTS
-
Average Account Value$141,919
- 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)
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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