Client First Advisors, LLC
Client First Advisors, LLC (CRD# 159254) is a financial advisory firm headquartered in , . They manage $8,312,000 in 61 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Client First Advisors, LLC
By the Numbers
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Total Assets Under Management8MILLION
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Total Number of Accounts61ACCOUNTS
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Average Account Value$136,262
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, NJ, NY, SC, TX
Financial Advisors at Client First Advisors, LLC
1
John Coppola (CRD# 4457045) is an Investment Advisor Representative working at Client First Advisors, LLC in Mount Pleasant, SC and has over 22 years of experience in the finance industry.
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