Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Coker is a registered investment advisor representative with Thurston Springer Advisors. Karen has been in the securities industry since 2000. Karen is registered in 51 states and the District of Columbia, and has a Series 63, Series 65, Series 7, Series 24, Series 4, Series 51, SIE and Series 99TO. Prior to joining Thurston Springer Advisors, Karen worked at T.S. PHILLIPS INVESTMENTS, INC., and GEARY SECURITIES, INC.. Karen specializes in providing financial planning, portfolio management, and educational seminars.
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.
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.
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2
IN
07/02/2024 - Present
Thurston Springer Advisors (INDIANAPOLIS IN)
OK
03/05/2012 - 06/28/2024
T.S. PHILLIPS INVESTMENTS, INC. (OKLAHOMA CITY OK)
OK
08/18/2004 - 04/30/2012
GEARY SECURITIES, INC. (OKLAHOMA CITY OK)
MO
07/01/2003 - 07/21/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/10/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/10/2009
Series 4 - Registered Options Principal Examination
BC
Issued 09/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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