Unclaimed Profile

Samuel Leonard Coulter

COULTER & JUSTUS FINANCIAL SERVICES, LLC·OAK RIDGE, Tennessee

Clean recordCOULTER & JUSTUS FINANCIAL SERVICES, LLC

687 EMORY VALLEY ROAD, OAK RIDGE, TN 37830CRD# 4889973Firm CRD# 133293

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Samuel Leonard Coulter · OAK RIDGE, TN

Registration

CRD #4889973 · COULTER & JUSTUS FINANCIAL SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Samuel Leonard Coulter is a registered financial advisor based in OAK RIDGE, Tennessee, affiliated with COULTER & JUSTUS FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

COULTER & JUSTUS FINANCIAL SERVICES, LLC

C & J WEALTH ADVISORS

AUM

$270M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COULTER & JUSTUS FINANCIAL SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4889973

Firm CRD# 133293

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Samuel Leonard Coulter offer?

Samuel Leonard Coulter specializes in Financial Planning, Investment Management. Contact their office in OAK RIDGE, Tennessee for a consultation.

What are Samuel Leonard Coulter's credentials?

Samuel Leonard Coulter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Samuel Leonard Coulter located?

Samuel Leonard Coulter is based in OAK RIDGE, Tennessee, working with COULTER & JUSTUS FINANCIAL SERVICES, LLC. Their office serves clients in the OAK RIDGE metropolitan area and surrounding communities.

How does Samuel Leonard Coulter charge for services?

Samuel Leonard Coulter'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 COULTER & JUSTUS FINANCIAL SERVICES, LLC?

COULTER & JUSTUS FINANCIAL SERVICES, LLC has approximately 6 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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