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Linda Coules

Edward Jones
22 Years of Experience
North Port, FL
2 DisclosuresBroker
View SEC Summary
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Linda Coules is a registered investment advisor at Edward Jones, based in North Port, FL, with 22 years of industry experience. Linda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3365 Bobcat Village Center Rd, North Port, FL, 34288

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2021
Withdrawn
Customer Dispute
February 2010
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
May 2009 - Present · 17 yrs 5 mos
Edward Jones
May 2009 - Present · 17 yrs 5 mos
Edward JonesBroker
May 2009 - Present · 17 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - May 2009 · 1 yr 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2009 · 1 yr 4 mos
A. G. Edwards & Sons, INC.
August 2004 - January 2008 · 3 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
August 2004 - January 2008 · 3 yrs 5 mos
State Registrations21 states
ARCAFLGAILINKYMAMEMIMONCNENHNJNYOKPASCTNVA
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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