Colefp

Colefp (CRD# 132562) is a financial advisory firm headquartered in Birmingham, AL. They manage $56,779,479 in 203 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
P.o. Box 36608, Birmingham, AL 35236
https://www.linkedin.com/company/cole-financial-planning/
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $279,702
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, LA, TX

Financial Advisors at Colefp
Showing 1 - 2 of 2 top financial advisors.
1
Scott Cole, financial advisor Hoover AL
Scott D. Cole
CRD#: 4845583
Hoover, AL

Scott Cole (CRD# 4845583) is an Investment Advisor Representative working at Colefp in Hoover, AL and has over 19 years of experience in the finance industry.

2
Carol Christie, financial advisor Hoover AL
Carol E. Christie
CRD#: 5516350
Hoover, AL

Carol Christie (CRD# 5516350) is an Investment Advisor Representative working at Colefp in Hoover, AL and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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