Colefp

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).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $165,346
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AL, LA

Financial Advisors at Colefp
Showing 1 - 1 of 1 top financial advisors.
1
Scott D. Cole
CRD#: 4845583
Bessemer, AL
96
Wealthminder
score

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.

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