Gregory
Cotter
Chi-Rho Financial, LLC
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About this Advisor
Gregory Cotter is a financial advisor based in Baton Rouge, Louisiana, working with Chi-Rho Financial, LLC. Gregory has previously held positions at Emergent Financial Group, Inc, Register Financial Associates, Inc, and Chi-Rho Financial, LLC. Gregory has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Louisiana. Currently, Gregory is part of Chi-Rho Financial, LLC, which operates out of Baton Rouge, Louisiana. The firm has 13 employees and manages assets totaling $981.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Chi-Rho Financial, LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Chi-Rho Financial, LLC Brokerage Details
$981,208,856
13
6
$163,534,809
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Gregory Cotter Work History
Chi-Rho Financial, LLC
Register Financial Associates, Inc
Emergent Financial Group, Inc
Disclosures
Please visit the SEC profile of Gregory Cotter 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 Chi-Rho Financial, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Baton Rouge, LA
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