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Mark David Coffey

HICKORY FINANCIAL GROUP, LLC·HICKORY, North Carolina
Clean recordHICKORY FINANCIAL GROUP, LLC
2017 N. CENTER STREET, HICKORY, NC 28601CRD# 2400035Firm CRD# 306201

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark David Coffey · HICKORY, NC
Registration
CRD #2400035 · HICKORY FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark David Coffey is a registered financial advisor based in HICKORY, North Carolina, affiliated with HICKORY FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HICKORY FINANCIAL GROUP, LLC
HICKORY FINANCIAL GROUP, LLC
AUM
$5M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at HICKORY FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Other: FEES SHARED WITH THIRD PARTY ADVISORS
Regulatory
SEC/IARD CRD# 2400035
Firm CRD# 306201
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark David Coffey offer?
Mark David Coffey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HICKORY, North Carolina for a consultation.
What are Mark David Coffey's credentials?
Mark David Coffey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark David Coffey located?
Mark David Coffey is based in HICKORY, North Carolina, working with HICKORY FINANCIAL GROUP, LLC. Their office serves clients in the HICKORY metropolitan area and surrounding communities.
How does Mark David Coffey charge for services?
Mark David Coffey's firm is compensated through percentage of aum, hourly charges, other: fees shared with third party advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HICKORY FINANCIAL GROUP, LLC?
HICKORY FINANCIAL GROUP, LLC has approximately 1 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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