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Bill + Coke - Financial Advisor in Boston, MA

Paladin Research Report For:

Bill Coke

The William R. Coke Group

50 Rowes Wharf, 4th Floor
Boston, MA 02110
617-654-2849

General Information

Firm Start Year
CRD#
  • 1526771
Firm CRD#
  • 79
Work with the following types of clients
  • Individual Investors, Businesses, Non-Profit Organizations, Investment Clubs
Advisory Services Provided
  • Financial Planning for Businesses, Legal Advice and Services, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Tax Advice and Services, Financial Planning for Individuals

Compliance

Registered Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Securities Licenses
  • Series 66, Series 7

Compensation and Fees

Fee Structure
  • Fee-Based

BASIC INFORMATION NEEDED FOR THE INQUIRY