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Robert Coakley

NEXTGEN EMP, INC·COLUMBUS, Texas
Unclaimed Profile
1671 BRUNES MILL RD., COLUMBUS, TX 78934-5051CRD# 1468641Firm CRD# 333721
01

About

Robert Coakley is a registered financial advisor based in COLUMBUS, Texas, affiliated with NEXTGEN EMP, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
NEXTGEN EMP, INC.
NEXTGEN EMP
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at NEXTGEN EMP, INC. →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1468641
Firm CRD# 333721
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Coakley offer?
Robert Coakley specializes in Investment Management, Fee-Only Advisory. Contact their office in COLUMBUS, Texas for a consultation.
What are Robert Coakley's credentials?
Robert Coakley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Coakley located?
Robert Coakley is based in COLUMBUS, Texas, working with NEXTGEN EMP, INC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Robert Coakley charge for services?
Robert Coakley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEXTGEN EMP, INC?
NEXTGEN EMP, INC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Other advisors in COLUMBUS
Anthony John Diplacido — NEXTGEN EMP, INCWayne Frank Penello — NEXTGEN EMP, INC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
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DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
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