Lurdes Coats is a registered investment advisor at Wells Fargo Advisors, based in San Antonio, TX, with 15 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
434 N. Loop 1604 West, Suite 2203, San Antonio, TX, 78232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lurdes owns a rental apartment in Brownsville, TX since May 2023. She dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations18 states
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