COATES CARL VICTOR

C. VICTOR COATES, C.P.A.

PONCA CITY, Oklahoma·2 registered advisors·CRD# 108144

SEC# 801-56893580-762-7537

01

Firm Overview

AUM

$33M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at COATES CARL VICTOR

2 registered advisors

Carl Victor Coates

PONCA CITY, Oklahoma

Gerald Don Corbin

PONCA CITY, Oklahoma

05

Office Locations

PONCA CITY, Oklahoma

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Data sourced from SEC Form ADV filings. COATES CARL VICTOR (CRD# 108144) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.