Christopher
Coates
Blakeslee & Blakeslee Financial Advisers Inc
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About this Advisor
Christopher Coates is a financial advisor based in San Luis Obispo, California, working with Blakeslee & Blakeslee Financial Advisers Inc. Christopher has previously held positions at Darnell Financial/Blakeslee & Blakeslee Inc, Black Sheep Bar And Grill, Blakeslee & Blakeslee Financial Advisers Inc, and Blakeslee & Blakeslee, Inc. Christopher has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Christopher is part of Blakeslee & Blakeslee Financial Advisers Inc, which operates out of San Luis Obispo, California. The firm has 3 offices and 7 employees. The firm manages assets totaling $263.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Blakeslee & Blakeslee Financial Advisers Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Blakeslee & Blakeslee Financial Advisers Inc Brokerage Details
$263,208,720
7
718
$366,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Christopher Coates Work History
Blakeslee & Blakeslee Financial Advisers Inc
Blakeslee & Blakeslee, Inc
Black Sheep Bar And Grill
Darnell Financial/Blakeslee & Blakeslee Inc
Disclosures
Please visit the SEC profile of Christopher Coates 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 Blakeslee & Blakeslee Financial Advisers Inc
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
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