Michael Coe
Michael Coe is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bellevue, WA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11911 NE 1st Street, Suite 312, Bellevue, WA, 98005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a notary public, spending minimal time notarizing paperwork for clients. He is also the CCO for Senior Financial Advisors, Inc., an outside RIA, dedicating a few hours per week, and an advisor for their DBA financial planning services, spending minimal time. Finally, Michael is an insurance agent selling life, health, disability, annuities, and long-term care insurance.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Senior Financial Advisors, INC.
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Wealth Services, LLCBroker
Freeman Welwood & CO., INC.Broker
State Registrations14 states
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