Henry
Coker

Kestra Advisory Services, LLC

CRD#50337
Investment Advisor
in Atlanta, GA
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About this Advisor

Henry Coker is an investment advisor based in Atlanta, Georgia. Currently a registered financial advisor at Kestra Advisory Services, LLC, they have accumulated a notable 28 years of work experience in the financial advisory industry. Coker maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Coker is able to act as an advisor in Georgia. The advisor has gained experience at Massachusetts Mutual Life Insurance Comp, Mml Investors Services, Inc, Veracor Consulting Group, Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is headquartered in Atlanta, Georgia, and has 513 other locations across the country. In total, Kestra Advisory Services, LLC manages $20 billion in assets across 75,277 client accounts and retains more than 1,231 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 53,194 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 12% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Kestra Advisory Services, LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

28 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

7000 Central Parkway Suite 1750
Atlanta, GA 30328

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

GA Average: $3,042,739,679
Total Number of Employees

1,291

GA Average: 49
Total Number of Accounts

81,360

GA Average: 2,315
Average Account Size

$267,280

GA Average: $1,314,358

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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

Henry Coker Work History

Henry has 28 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2005 - Present (14 years)

Veracor Consulting Group

1991 - Present (28 years)

Mml Investors Services, Inc

1990 - Present (29 years)

Massachusetts Mutual Life Insurance Comp

2005 - 2016 (11 years)

Nfp Securities, Inc

Disclosures

Henry Coker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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