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Joel Kevin Coville

Weild & Co.

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About Joel Kevin Coville

Joel Coville is a financial advisor with over 13 years of experience in the financial services industry. He is currently registered with Weild & Co. in Boulder, Colorado and holds Series 7, 8, 31, 63, and 65 licenses. Joel has previously worked with firms such as C.K. COOPER & COMPANY, INC., GLOBAL HUNTER SECURITIES, LLC, ROTH CAPITAL PARTNERS, LLC, MORGAN STANLEY DW INC., H&R BLOCK FINANCIAL ADVISORS, INC., QUICK & REILLY, INC., A. G. EDWARDS & SONS, INC., OLDE DISCOUNT CORPORATION, and F.N. WOLF & CO., INC. Joel is dedicated to providing his clients with comprehensive financial advice and guidance.

Firm Information

Joel Coville is currently registered with Weild & Co.. Weild & Co. is a Limited Liability Company formed on October 22, 2007. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, with one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joel Coville’s Registration & Firm History

CO

04/19/2021 - Present

Weild & Co. (BOULDER CO)

CA

03/01/2010 - 05/14/2010

C.K. COOPER & COMPANY, INC. (IRVINE CA)

CA

02/05/2008 - 07/30/2009

GLOBAL HUNTER SECURITIES, LLC (NEWPORT BEACH CA)

CA

02/16/2007 - 02/04/2008

ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)

NY

05/27/2003 - 05/11/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

MI

01/11/2002 - 11/07/2002

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

NY

07/18/2001 - 01/28/2002

QUICK & REILLY, INC. (NEW YORK NY)

MO

07/01/1997 - 06/06/2001

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

MI

09/09/1993 - 02/20/1996

OLDE DISCOUNT CORPORATION (DETROIT MI)

NA

08/11/1992 - 03/10/1993

F.N. WOLF & CO., INC.

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Licenses & Designations

BC

Issued 03/08/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/05/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/26/1995

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 04/19/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/24/2021

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2007

Series 7 - General Securities Representative Examination

BC

Issued 06/26/2003

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Joel Kevin Coville. Review regulatory record here.
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