AdvisorOS Directory
Claim Profile
Unclaimed Profile
GC

Gerald Don Corbin

COATES CARL VICTOR·PONCA CITY, Oklahoma
Series 65Clean record30 years registeredCOATES CARL VICTOR
1223 E HIGHLAND, PONCA CITY, OK 74601CRD# 2620651Firm CRD# 108144

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerald Don Corbin · PONCA CITY, OK
Registration
CRD #2620651 · COATES CARL VICTOR · 30 years registered
Brand Profile
Not yet started
01

Career History

CCR INVESTMENT ADVISERS, LLC
Sep 2018 – present
C. VICTOR COATES, C.P.A.
Aug 1995 – Dec 2018
PONCA CITY, OK
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 25, 1995
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COATES CARL VICTOR
CRD 108144 · SEC 801-56893
AUM
$33M
Regulatory assets under management
Employees
1
114 client accounts
Services offered by COATES CARL VICTOR
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COATES CARL VICTOR →
Introduction

Speak with Gerald

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

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

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 Gerald Don Corbin offer?
Gerald Don Corbin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PONCA CITY, Oklahoma for a consultation.
What are Gerald Don Corbin's credentials?
Gerald Don Corbin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Don Corbin located?
Gerald Don Corbin 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 Gerald Don Corbin charge for services?
Gerald Don Corbin'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

Carl Victor Coates
PONCA CITY, OK

More Advisors in PONCA CITY, Oklahoma

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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
TULSA (131)OKLAHOMA CITY (107)EDMOND (16)BARTLESVILLE (13)DURANT (6)ARDMORE (5)BETHANY (3)GROVE (1)CLINTON (1)NORMAN (1)
City Guides
TULSA GuideOKLAHOMA CITY GuideEDMOND GuideBARTLESVILLE GuideDURANT Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
Request removal of this profile