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
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • 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
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 - 1 of 1 top financial advisors.
1
John J. Coppola
CRD#: 4457045
Mount Pleasant, SC

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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