AdvisorOS Directory
Claim Profile
Unclaimed Profile
CC

Carl Victor Coates

COATES CARL VICTOR·PONCA CITY, Oklahoma
Clean recordCOATES CARL VICTOR
1223 E HIGHLAND, PONCA CITY, OK 74601CRD# 2254384Firm CRD# 108144

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carl Victor Coates · PONCA CITY, OK
Registration
CRD #2254384 · COATES CARL VICTOR
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carl Victor Coates is a registered financial advisor based in PONCA CITY, Oklahoma, affiliated with COATES CARL VICTOR. 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

Speak with Carl

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Carl is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
COATES CARL VICTOR
C. VICTOR COATES, C.P.A.
AUM
$33M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at COATES CARL VICTOR →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2254384
Firm CRD# 108144
View on FINRA BrokerCheck →

Looking for a financial advisor in PONCA CITY?

Browse all registered financial advisors in PONCA CITY, Oklahoma or claim this profile if it's yours.

Browse PONCA CITY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Carl Victor Coates offer?
Carl Victor Coates specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PONCA CITY, Oklahoma for a consultation.
What are Carl Victor Coates's credentials?
Carl Victor Coates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl Victor Coates located?
Carl Victor Coates is based in PONCA CITY, Oklahoma, working with COATES CARL VICTOR. Their office serves clients in the PONCA CITY metropolitan area and surrounding communities.
How does Carl Victor Coates charge for services?
Carl Victor Coates's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COATES CARL VICTOR?
COATES CARL VICTOR has approximately 1 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at COATES CARL VICTOR

Gerald Don Corbin
PONCA CITY, OK

More Advisors in PONCA CITY, Oklahoma

Susan Irene Bivin
BIVIN & ASSOCIATES, INC.·PONCA CITY, OK
William Stanley Bivin
BIVIN & ASSOCIATES, INC.·PONCA CITY, OK

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)BETHANY (4)CLINTON (3)GROVE (2)NORMAN (1)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
Request removal of this profile