Andrew Coco (CRD# 6991480) is an Investment Advisor Representative working at Piedmont Capital Management, LLC in Whitefish, MT and has over 5 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Piedmont Capital Management, LLC | Whitefish, MT | Feb 2024 - Current | < 1 |
| Coco Enterprises, LLC | Whitefish, MT | Jun 2018 - Feb 2024 | 5 |
| Norfolk Southern Railroad | Norfolk, VA | Jan 2015 - May 2018 | 3 |
| A&b Window Washing | Fort Wayne, IN | May 2014 - Jan 2015 | < 1 |
| True Check Inc. | Fort Wayne, IN | Feb 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- MT
- OR
- TX
- WA
-
Total Assets Under Management172MILLIONS
-
Total Number of Accounts1,175ACCOUNTS
-
Average Account Value$146,670
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, MT, NE, OR, TX, WA
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