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Roger Kenneth Coit

American Investors Co.

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About Roger Kenneth Coit

Roger Kenneth Coit is an investment advisor representative with American Investors Co. and has been in the industry since 1971. Roger Kenneth Coit is active in both California and Arizona.

Firm Information

Roger Coit is currently registered with American Investors Co.. American Investors Co. is a California-based corporation that has been in operation since 1973. The firm provides financial planning, portfolio management services for businesses and individuals, and selects other advisors for clients. They are registered with the SEC and in 40 states. They manage over $616 million in assets for a variety of clients including high-net-worth individuals, corporations, and charitable organizations. The firm has over 80 employees, including 20 licensed agents, 30 investment adviser representatives, and 32 registered representatives. They have been involved in 3 regulatory events and 2 arbitrations.
American Investors Co.

12667 ALCOSTA BLVD., SUITE 160

SAN RAMON, CA 94583

$616.90M

Assets Under Management

18

Total Clients

40

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Roger Coit’s Registration & Firm History

CA

08/31/2011 - Present

American Investors Co. (WALNUT CREEK CA)

CA

01/19/1988 - 07/12/1994

AMERICAN INVESTORS COMPANY (SAN RAMON CA)

NA

12/24/1987 - 03/22/1988

INTEGRATED RESOURCES EQUITY CORPORATION

NA

07/02/1980 - 12/24/1987

FINANCIAL PLANNERS EQUITY CORPORATION

NA

04/17/1979 - 07/30/1980

PLANNED INVESTMENTS INC.

NA

05/30/1978 - 04/26/1979

FINANCIAL PLANNERS EQUITY CORPORATION

NA

06/03/1976 - 07/08/1978

INVESTOGENIC SERVICES, INC.

NA

01/07/1974 - 07/01/1976

FIVE/THREE SECURITIES CORPORATION

NA

05/14/1973 - 06/30/1973

SYSTECH REAL ESTATE SECURITIES CORPORATION

NA

04/28/1972 - 06/29/1973

USLIFE EQUITY SALES CORP

NA

03/17/1971 - 05/27/1972

BELL SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 06/18/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 06/22/1978

Series 40 - Registered Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/1971

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Roger Kenneth Coit. Review regulatory record here.
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