Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig R. Coker is a financial advisor with over 15 years of experience. Craig is currently registered with Silver Oak Securities, Inc. and has been with the firm since 2019. Previously, Craig worked for various firms, including Cantella & Co., Inc., Allstate Financial Services, LLC, and Independent Financial Group, LLC. Craig has a strong background in financial planning and portfolio management, and he is committed to providing his clients with personalized advice that meets their individual needs. Craig holds the Series 7, Series 24, Series 3, Series 30, and Series 66 licenses. Craig is also a Chartered Financial Consultant.
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.
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2
KY
01/29/2021 - Present
Silver OAK Securities, Inc. (Midway KY)
KY
03/21/2019 - 09/13/2019
CANTELLA & CO., INC. (Midway KY)
KY
08/15/2018 - 03/22/2019
ALLSTATE FINANCIAL SERVICES, LLC (Lexington KY)
KY
06/17/2013 - 10/13/2017
INDEPENDENT FINANCIAL GROUP, LLC (Midway KY)
TX
09/03/2010 - 06/18/2013
CANTELLA & CO., INC. (SAN ANTONIO TX)
TX
01/01/2008 - 09/08/2010
WELLS FARGO ADVISORS, LLC (SUGAR LAND TX)
TX
11/15/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SUGAR LAND TX)
BOTH
Issued 11/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2017
Series 30 - NFA Branch Manager Examination
BC
Issued 01/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2017
Series 3 - National Commodity Futures Examination
BC
Issued 11/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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