CP
CP

Coty Primeaux

23 Years of Experience
Laurel, MS
1 DisclosureBroker

Coty Primeaux is a registered investment advisor at Cetera Investment Advisers LLC, based in Laurel, MS, with 23 years of industry experience. Coty is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

1415 W 5th Street, Laurel, MS, 39440

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History

Regulatory History (1)
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Customer Dispute
June 2009
Closed-No Action
Other Business Activities

Coty is a board member for Methodist Senior Services, reviewing and approving operations of the retirement community's management. This activity requires minimal time.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
January 2015 - Present · 11 yrs 9 mos
Cetera Investment Advisers LLC
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
July 2014 - January 2015 · 6 mos
Wells Fargo Advisors, LLC
July 2014 - January 2015 · 6 mos
J.P. Morgan Securities LLC
August 2013 - June 2014 · 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2014 · 1 yr 8 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities CorporationBroker
July 2003 - July 2005 · 2 yrs
State Registrations12 states
ALCAFLGAIAILLAMSNCNMTNTX
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.
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