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Robert Coakley

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Coakley · COLUMBUS, TX
Registration
CRD #1468641 · NEXTGEN EMP, INC
Brand Profile
Not yet started
Disclosure history
6 disclosures on file · See FINRA BrokerCheck for full record
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
Introduction

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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
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 at NEXTGEN EMP, INC

Anthony John Diplacido
COLUMBUS, TX
Wayne Frank Penello
COLUMBUS, TX

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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