Unclaimed
Brian Allan Coker is an investment advisor representative with pfs investments inc. Brian has been in the industry since 1997. Brian is registered with FINRA, Series 7 and 66. Brian is a registered investment advisor representative in Texas, and Florida. Brian has also worked for edward jones and frost brokerage services, inc. Brian is registered with PFS Investments Inc. in Hurst, TX.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
TX
04/09/2014 - Present
PFS Investments Inc. (HURST TX)
GA
03/27/2002 - 11/26/2003
PFS INVESTMENTS INC. (DULUTH GA)
TX
12/06/2000 - 07/31/2001
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
MO
08/12/1997 - 10/25/2000
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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