Client First Advisors, LLC

Client First Advisors, LLC (CRD# 159254) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $29,348,029 in 162 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $181,161
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

NC, NJ, NY, SC, TX

Financial Advisors at Client First Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Douglas C. Coppola
CRD#: 834198
1414 Raleigh Road, Suite #427, Chapel Hill, NC 27517
93
Wealthminder
score

Douglas Coppola (CRD# 834198) is an Investment Advisor Representative working at Client First Advisors, LLC in Chapel Hill, NC and has over 23 years of experience in the finance industry.

2
John J. Coppola
CRD#: 4457045
1414 Raleigh Road, Suite #427, Chapel Hill, NC 27517
93
Wealthminder
score

John Coppola (CRD# 4457045) is an Investment Advisor Representative working at Client First Advisors, LLC in Chapel Hill, NC and has over 14 years of experience in the finance industry.

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