Thomas
Coke
&Partners
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About this Advisor
Thomas Coke is a financial advisor based in Odessa, Texas, working with &Partners. Thomas has previously held positions at Edward D. Jones & Co., L.P and &Partners, LLC. Thomas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Thomas is part of &Partners, which operates out of Odessa, Texas. The firm has 29 offices and 183 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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, educational seminars, and other services. The fee structure at &Partners includes asset-based, hourly, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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&Partners Brokerage Details
$1,173,060,409
183
3,051
$384,484
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
- Other
Thomas Coke Work History
&Partners, LLC
Edward D. Jones & Co., L.P
Disclosures
Please visit the SEC profile of Thomas Coke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
