Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coby? Claim Your ProfileCoby Harper is a financial professional with over 30 years of experience in the industry. Coby is a registered representative and investment advisor representative with Lion Street Advisors, LLC, based in Sevierville, TN. Prior to joining Lion Street Advisors, Coby worked at M HOLDINGS SECURITIES, INC., LINCOLN FINANCIAL SECURITIES CORPORATION, and METLIFE SECURITIES INC., providing financial and investment advice to clients. Coby has a wide range of experience and knowledge in financial planning, investment management, insurance, and retirement planning.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
TN
07/23/2018 - Present
Lion Street Advisors, LLC (Sevierville TN)
TN
04/02/2012 - 07/11/2018
M HOLDINGS SECURITIES, INC. (KNOXVILLE TN)
TN
04/01/2009 - 04/11/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (KNOXVILLE TN)
TN
05/27/2003 - 04/15/2009
METLIFE SECURITIES INC. (KNOXVILLE TN)
TN
05/27/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (KNOXVILLE TN)
MA
02/06/1996 - 05/29/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/06/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NJ
11/29/1982 - 01/11/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Coby Harper is the right advisor for you? Invested Better is here to help.
