Stephen CogginsCRD Number: 3145791
Current Firm: Irongate Partners, Inc.
Stephen Coggins (CRD# 3145791) is an Investment Advisor Representative working at Irongate Partners, Inc. in Wilmington, NC and has over 18 years of experience in the finance industry.
Les H. Kern
Rs Wealth Management, LLC
Tilia Fiduciary Partners, Inc.
|Capital Investment Group, Inc.||Raleigh, NC||Jul 2012 - Current||4|
|Irongate Investment Management, LLC||Wilmington, NC||Jun 2012 - Current||4|
|Irongate Partners, Inc.||Wilmington, NC||May 2001 - Current||15|
|Triad Advisors, Inc.||Norcross, GA||Jan 2005 - Jul 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
|S66||NASAA Uniform Combined State Law Examination||Mar 2010|
Total Assets Under Management183MILLIONS
Total Number of Accounts1,233ACCOUNTS
Average Account Value$148,123
- A percentage of assets under your management
- Hourly charges
- 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)
FL, NC, OH
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