Frank Coffenberry is a registered investment advisor, based in Atlanta, GA, with 25 years of industry experience.
Location
One Paces West, 2727 Paces Ferry Rd Suite 750, Of, Atlanta, GA, 30339
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cambridge Investment Research, INC.
May 2024 - Present · 2 yrs 2 mos
Cambridge Investment Research Advisors, INC.
May 2024 - Present · 2 yrs 2 mos
Cambridge Investment Research, INC.Broker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
LPL Financial LLC
June 2022 - May 2024 · 1 yr 11 mos
LPL Financial LLCBroker
June 2022 - May 2024 · 1 yr 11 mos
Raymond James & Associates, INC.
October 2021 - May 2022 · 7 mos
Raymond James & Associates, INC.Broker
October 2021 - May 2022 · 7 mos
LPL Financial LLCBroker
October 2011 - October 2021 · 10 yrs
LPL Financial LLC
October 2011 - October 2021 · 10 yrs
Strategic Advisers, INC.
September 2009 - October 2011 · 2 yrs 1 mo
Fidelity Brokerage Services LLCBroker
August 2007 - September 2011 · 4 yrs 1 mo
Ifs Fund Distributors, INC.Broker
August 2005 - May 2007 · 1 yr 9 mos
Touchstone Securities, INC.Broker
August 2005 - May 2007 · 1 yr 9 mos
W&s Brokerage Services, INC.Broker
August 2005 - May 2007 · 1 yr 9 mos
Ohio National Equities, INC.Broker
March 2004 - May 2005 · 1 yr 2 mos
The O.N. Equity Sales CompanyBroker
November 2002 - May 2005 · 2 yrs 6 mos
Banc One Securities CorporationBroker
May 2002 - November 2002 · 6 mos
Fidelity Brokerage Services LLCBroker
March 2000 - March 2002 · 2 yrs
State Registrations2 states
GAKY
AdvisorBrokerBoth
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
No exam information available for this advisor.