Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Coye? Claim Your ProfileCoye Baxter Cordle is a financial advisor with Precept Advisory Group LLC in Irvine, California. Coye has been in the financial services industry for over 20 years. Coye has a wide range of experience, having worked for several firms including Wachovia Securities, BB&T Securities, and Truist Investment Services. Coye's current role as CCO for both P.J. Robb Variable, LLC and Precept Advisory Group LLC shows his expertise in the area of compliance.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
CA
11/30/2023 - Present
Precept Advisory Group LLC (IRVINE CA)
TN
08/20/2021 - 10/18/2023
P.J. ROBB VARIABLE, LLC (MEMPHIS TN)
VA
08/28/2020 - 10/18/2023
TRUIST INVESTMENT SERVICES, INC. (ASHLAND VA)
VA
12/19/2007 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
07/29/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
07/26/2006 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
VA
11/29/2004 - 07/24/2006
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
MO
04/23/2004 - 11/29/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
10/01/2002 - 05/10/2004
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
09/17/2002 - 09/26/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 12/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2023
Series 4 - Registered Options Principal Examination
BC
Issued 10/19/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/19/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/19/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/19/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/15/2008
Series 14 - Compliance Officer Examination
BC
Issued 10/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 04/15/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/05/2004
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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