C. Victor Coates, C.p.a.

C. Victor Coates, C.p.a. (CRD# 108144) is a financial advisory firm headquartered in Ponca City, OK. They manage $36,142,161 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $361,422
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at C. Victor Coates, C.p.a.
Showing 1 - 1 of 1 top financial advisors.
1
Gerald D. Corbin
CRD#: 2620651
1223 E. Highland, #314, Ponca City, OK 74604
93
Wealthminder
score

Gerald Corbin (CRD# 2620651) is an Investment Advisor Representative working at C. Victor Coates, C.p.a. in Ponca City, OK and has over 21 years of experience in the finance industry.

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