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Lelia Woodley Coggins

Southstate|duncanwilliams Securities Corp.

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About Lelia Woodley Coggins

Lelia Coggins is a financial professional with over 14 years of experience in the industry. Lelia is currently registered with Southstate|duncanwilliams Securities Corp. Lelia holds FINRA Series 7, 63 and SIE licenses, as well as a Tennessee state license. Prior to joining Southstate|duncanwilliams Securities Corp., Lelia was associated with Raymond James & Associates, Inc. and FTN Financial Securities Corp.

Firm Information

Lelia Coggins is currently registered with Southstate|duncanwilliams Securities Corp.. Southstate|duncanwilliams Securities Corp. is a corporation formed in March 1969. The firm is registered in 49 states and is approved for registration with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

81

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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Lelia Coggins’s Registration & Firm History

TN

06/22/2023 - Present

Southstate|duncanwilliams Securities Corp. (MEMPHIS (SHELBY) TN)

TN

06/02/2015 - 06/13/2023

RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)

TN

05/25/2009 - 03/25/2015

FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)

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Licenses & Designations

IA

Issued 08/31/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/04/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lelia Woodley Coggins.
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