Coby
Culpepper
Ae Wealth Management, LLC
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About this Advisor
Coby Culpepper is a financial advisor based in League City, Texas with a total of 4 years of industry experience. Culpepper is currently employed by Ae Wealth Management, LLC. Over the course of their career, they have held roles at Edward Jones, Unifirst Corporation, Houston Press, Brazos M&E, The Alley Theatre, Hot Topic, Ae Wealth Management, LLC, Full Time Student and Impact Partners Financial, LLC. Culpepper has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Ae Wealth Management, LLC is an advisory business that has its headquarters in Topeka, KS. It has offices in 450 locations and a total of 571 people on staff. It handles $19 billion in total assets across its 160,475 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 71 charities and foundations. Of its 160,475 client accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a broad set of services, including 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 and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. Fees billed by Ae Wealth Management, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$19,248,840,448
571
160,475
$119,949
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
Coby Culpepper Work History
Coby has been registered as a financial advisor for 4 years.*
Ae Wealth Management, LLC
Impact Partners Financial, LLC
Edward Jones
Edward Jones
Unifirst Corporation
Houston Press
Brazos M&E
The Alley Theatre
Hot Topic
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Coby Culpepper 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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