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Karen Le'ellen Coker

PHILLIPS CAPITAL ADVISORS, INC.·OKLAHOMA CITY, Oklahoma
PHILLIPS CAPITAL ADVISORS, INC.
3401 NW 63RD ST. STE 500, OKLAHOMA CITY, OK 73116CRD# 2731928Firm CRD# 115758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Le'ellen Coker · OKLAHOMA CITY, OK
Registration
CRD #2731928 · PHILLIPS CAPITAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
6 disclosures on file · See FINRA BrokerCheck for full record
01

About

Karen Le'ellen Coker is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with PHILLIPS CAPITAL ADVISORS, INC.. 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
PHILLIPS CAPITAL ADVISORS, INC.
PHILLIPS CAPITAL ADVISORS, INC.
AUM
$589M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at PHILLIPS CAPITAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2731928
Firm CRD# 115758
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Le'ellen Coker offer?
Karen Le'ellen Coker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Karen Le'ellen Coker's credentials?
Karen Le'ellen Coker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Le'ellen Coker located?
Karen Le'ellen Coker is based in OKLAHOMA CITY, Oklahoma, working with PHILLIPS CAPITAL ADVISORS, INC.. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Karen Le'ellen Coker charge for services?
Karen Le'ellen Coker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHILLIPS CAPITAL ADVISORS, INC.?
PHILLIPS CAPITAL ADVISORS, INC. has approximately 17 employees and manages $589M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PHILLIPS CAPITAL ADVISORS, INC.

Thompson Sylvester Phillips
OKLAHOMA CITY, OK
Sharon Yvonne Allman
OKLAHOMA CITY, OK

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