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Todd Coker

Todd Coker

Financial Advisor, First Vice President - Investments

Followers of Todd Coker384 followers
location of Todd CokerDuluth, Georgia, United States

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  • Timeline

  • About me

    Financial Advisor, Vice President, Ameriprise Financial Services, LLC

  • Education

    • Emory University

      -

  • Experience

    • Wells Fargo Advisors

      May 2009 - Jan 2022
      Financial Advisor, First Vice President - Investments

    • Ameriprise Financial Services, LLC

      Dec 2021 - now
      Financial Advisor, Vice President

      My mission is "Guiding clients towards financial freedom for life through trusted advise".I focus on:Advisory ServicesAnnuitiesCustom PortfoliosEstate planning strategiesInvesting for College EducationLife & Long Term Care InsurancePortfolio Analysis & EvaluationRetirementTrust Services through affiliates

  • Licenses & Certifications

    • S7

      Finra
      Feb 1997

    • S65

      FINRA
      Apr 2006

    • S63

      FINRA
      Mar 1997