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Stephen Leslie Coffman

UNITED BROKERAGE SERVICES, INC·PARKERSBURG, West Virginia
Unclaimed Profile
514 MARKET STREET, PARKERSBURG, WV 26101CRD# 2529068Firm CRD# 39062
01

About

Stephen Leslie Coffman is a registered financial advisor based in PARKERSBURG, West Virginia, affiliated with UNITED BROKERAGE SERVICES, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
UNITED BROKERAGE SERVICES, INC
UNITED BROKERAGE SERVICES INC
AUM
$250M
Regulatory assets under management
Employees
101
Total firm employees
View all advisors at UNITED BROKERAGE SERVICES, INC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2529068
Firm CRD# 39062
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Leslie Coffman offer?
Stephen Leslie Coffman specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PARKERSBURG, West Virginia for a consultation.
What are Stephen Leslie Coffman's credentials?
Stephen Leslie Coffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Leslie Coffman located?
Stephen Leslie Coffman is based in PARKERSBURG, West Virginia, working with UNITED BROKERAGE SERVICES, INC. Their office serves clients in the PARKERSBURG metropolitan area and surrounding communities.
How does Stephen Leslie Coffman charge for services?
Stephen Leslie Coffman'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 UNITED BROKERAGE SERVICES, INC?
UNITED BROKERAGE SERVICES, INC has approximately 101 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PARKERSBURG
Roger Eugene Woodruff — COMMONWEALTH FINANCIAL SERVICES, LLCMichael Charles Seese — COMMONWEALTH FINANCIAL SERVICES, LLC.Richard Matthew Jr Adams — UNITED BROKERAGE SERVICES, INCAmi Lee Shaver — UNITED BROKERAGE SERVICES, INCTodd Edward Kimpel — COMMONWEALTH FINANCIAL SERVICES, LLC.
Nearby cities in West Virginia
WHEELING (30)CHARLESTON (13)HURRICANE (7)WEIRTON (4)SHEPHERDSTOWN (3)
City Guides
WHEELING GuideCHARLESTON GuideHURRICANE GuideWEIRTON GuideSHEPHERDSTOWN Guide
Research
Advisor Fees in West VirginiaNational Fee Analysis
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