Mila Coffey
Mila Coffey is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Richmond, CA, with 28 years of industry experience. Mila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3220 Blume Drive, Suite 221, Richmond, CA, 94806
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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
Mila is involved in several outside business activities, including selling equity indexed annuities and other insurance products through Avantax Insurance agencies, dedicating a few hours per week. She also owns PH Tax & Wealth Solutions, CPAs, Inc., taking nearly a full-time commitment.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
H.D. Vest Advisory Services, INC
Avantax Investment Services, INC.Broker
State Registrations17 states
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