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Samuel Leonard Coulter

COULTER & JUSTUS FINANCIAL SERVICES, LLC·OAK RIDGE, Tennessee
Unclaimed Profile
687 EMORY VALLEY ROAD, OAK RIDGE, TN 37830CRD# 4889973Firm CRD# 133293
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
COULTER & JUSTUS FINANCIAL SERVICES, LLC
C & J WEALTH ADVISORS
AUM
$270M
Regulatory assets under management
Employees
6
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4889973
Firm CRD# 133293
No disclosures on file
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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Other advisors in OAK RIDGE
Ronald Alan Justus — COULTER & JUSTUS FINANCIAL SERVICES, LLCTimothy Gerard Phillips — COULTER & JUSTUS FINANCIAL SERVICES, LLCNanette Crawford Bobbett — COULTER & JUSTUS FINANCIAL SERVICES, LLCRonnie Eugene Pratt — COULTER & JUSTUS FINANCIAL SERVICES, LLCRichard Alan Jackson — COULTER & JUSTUS FINANCIAL SERVICES, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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