Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Ryan Coker is a financial advisor with over 30 years of experience in the industry. Henry is currently registered with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Henry is based in Marietta, GA, where Henry serves clients in a variety of areas, including financial planning, portfolio management, and retirement planning. Henry also has a strong background in insurance and is licensed as an independent insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
08/13/2019 - Present
Cambridge Investment Research Advisors, Inc. (Marietta GA)
GA
05/31/2005 - 08/14/2019
KESTRA INVESTMENT SERVICES, LLC (ATLANTA GA)
MA
01/29/1991 - 06/02/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
SC
11/01/1989 - 11/14/1990
MCCARLEY AND ASSOCIATES, INC. (GREENVILLE SC)
NC
10/14/1988 - 08/23/1989
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
04/19/1983 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
NA
10/20/1980 - 01/09/1984
EQUICO SECURITIES, INC.
NA
08/20/1973 - 01/09/1984
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 03/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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