Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coby? Claim Your ProfileCoby David Culpepper is a financial advisor who has been in the industry since May 2017. Coby is currently registered with Foundations Investment Advisors LLC, and holds licenses in Texas and Louisiana. Coby has previously worked for Edward Jones in Houston. Coby is a licensed insurance sales representative. Coby specializes in financial planning, portfolio management, and education seminars. Coby also provides selection of other advisors services. Coby works with both high net worth individuals and individuals other than high net worth. Coby works primarily with individuals but also works with corporations and other businesses. Coby is associated with Impact Partners Financial, LLC. Coby offers financial planning services, portfolio management for individuals and investment companies, and education seminars for clients. Coby's firm, Foundations Investment Advisors LLC, is a registered investment advisor with the Securities and Exchange Commission (SEC).
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
07/06/2023 - Present
Foundations Investment Advisors LLC (League City TX)
TX
05/23/2017 - 02/14/2019
EDWARD JONES (HOUSTON TX)
BOTH
Issued 07/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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