Cote Financial Planning
Cote Financial Planning (CRD# 160658) is a financial advisory firm headquartered in , . They manage $1,272,758 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts14ACCOUNTS
Average Account Value$90,911
- 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
Kathleen Cote (CRD# 2647975) is an Investment Advisor Representative working at Cote Financial Planning in Southern Pines, NC and has over 16 years of experience in the finance industry.