Mark
Coffey

Hickory Financial Group, LLC

CRD#2400035
Investment Advisor
in Hickory, NC

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About this Advisor

Mark Coffey is a financial advisor based out of Hickory, North Carolina, with a total of 13 years of experience as a financial advisor. Coffey is currently employed by Hickory Financial Group, LLC. Coffey has gained experience at Capitol Securities Management, Inc, Capital Guardian Wealth Management, LLC, Capital Guardian, LLC, Kovack Securities Inc, Hickory Financial Group LLC and Avenir Private Advisors LLC. Coffey holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Hickory Financial Group, LLC is a financial advisory business headquartered in Hickory, North Carolina. It handles $5 million in assets among its 30 customer accounts, making it one of the smaller investment advisory firms in the nation by assets under management. Hickory Financial Group, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees depend on which service is provided. Fees billed by Hickory Financial Group, LLC likely include asset-based, hourly and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Others

Disclosures

Yes

Office Location

2017 N. Center Street
Hickory, NC 28601

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Hickory Financial Group, LLC Brokerage Details

Total Assets Under Management

$4,515,000

NC Average: $3,625,019,099
Total Number of Employees

1

NC Average: 22
Total Number of Accounts

30

NC Average: 1,917
Average Account Size

$150,500

NC Average: $1,890,985

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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
  • Selection of other advisers

Mark Coffey Work History

Mark has 13 years of experience.

2013 - Present (8 years)

Hickory Financial Group LLC

2018 - 2019 (1 year)

Avenir Private Advisors LLC

2017 - 2018 (1 year)

Kovack Securities Inc

2012 - 2018 (6 years)

Capital Guardian Wealth Management, LLC

2012 - 2017 (5 years)

Capital Guardian, LLC

2007 - 2012 (5 years)

Capitol Securities Management, Inc

Disclosures

Mark Coffey has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Hickory Financial Group, LLC

Mark Coffey
Hickory, NC

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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