Richard Cofer (CRD# 4663609) is an Investment Advisor Representative working at Strategic Investment Services, LLC in Eatonton, GA and has over 21 years of experience in the finance industry.
CRD# 4805301
Brookstone Capital Management LLC
CRD# 3161450
Cfs Cubic Financial Services, Inc.
CRD# 1953917
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Investment Services | Eatonton, GA | Mar 2003 - Current | 21 |
| Georgia Power | Milledgeville, GA | Nov 1984 - Current | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2003 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$22,981
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
GA
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