seller-profile

Bill Coke

The William R. Coke Group

50 Rowes Wharf, 4th Floor

Boston, MA 02110

617-654-2458

Connect with Bill

General Information

Firm Start Year

CRD#

1526771

Firm CRD#

79

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs

Advisory Services Provided

401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Risk Management

Compliance

Registered Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7

Compensation and Fees

Fee Structure

Fee-Based