Alexander
Coats
Financial Engines Advisors L.L.C
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About this Advisor
Alexander Coats is a financial advisor based out of Phoenix, Arizona with 3 years of industry experience. Coats currently works for Financial Engines Advisors L.L.C. Coats has gained experience at U. S. Cellular, Vernal Express, Western Health Systems, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, T&T Capital Management, Voya Investment Management, Voya Investments Distributor, LLC, Voya Investment Management Co., LLC, Ameriprise Financial Services, Inc and Financial Engines Advisors L.L.C. Coats holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Arizona and Texas. Financial Engines Advisors L.L.C is an advisory firm based out of Santa Clara, CA. The investment advisory business has offices in 149 locations and a total of 1,514 employees. It controls $242 billion in total assets across its 1,594,707 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 54 charities and foundations. Of its 1,594,707 client accounts, just 2% are held by high-net-worth investors who have at least $1 million in investable assets. The business provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees largely vary depending on the type of financial services. However, fees charged by Financial Engines Advisors L.L.C most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Engines Advisors L.L.C Brokerage Details
$241,970,176,743
1,514
1,594,707
$151,733
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Alexander Coats Work History
Alexander has been registered as a financial advisor for 3 years.*
Financial Engines Advisors L.L.C
Ameriprise Financial Services, Inc
Voya Investment Management Co., LLC
T&T Capital Management
Voya Investment Management
Voya Investments Distributor, LLC
Massachusetts Mutual Life Insurance Company
Mml Investors Services, LLC
Metlife Securities Inc
U. S. Cellular
Vernal Express
Western Health Systems
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Coats to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Engines Advisors L.L.C
Roseville, CA
Newton Center, MA
Whitman, MA
Phoenix, AZ
Saint Louis, MO
Alexandria, VA
Fairfax, VA
Virginia Beach, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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