Joan Coke
Joan Coke is a registered investment advisor at Ameriprise Financial Services, LLC, based in Ocala, FL, with 40 years of industry experience. Joan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
6 Poplar Trail, Ocala, FL, 34480
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business Activities
Joan owns a commercial real estate property at 6 Poplar Trail in Ocala, FL. She also owns ROCO LLC, which owns the building used to house the Ameriprise office, since 2008.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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