Colefp (CRD# 132562) is a financial advisory firm headquartered in Birmingham, AL. They manage $28,439,524 in 172 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts172ACCOUNTS
Average Account Value$165,346
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Scott Cole (CRD# 4845583) is an Investment Advisor Representative working at Colefp in Bessemer, AL and has over 12 years of experience in the finance industry. Scott Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.