Henry Coker
Henry Coker is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Marietta, GA, with 52 years of industry experience. Henry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
2878 Johnson Ferry Rd., Ste. 150, Marietta, GA, 30062
Get directionsHistory
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
Henry is an advisory representative of a RIA, a principal and financial professional utilizing a DBA name, and co-owner of Advisory South Holdings, LLC. He is also an independent insurance agent for various independent insurance companies, dedicating minimal time to this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
The Benefit Company, INC.
MML Investors Services, INC.
MML Investors Services, INC.Broker
Mccarley and Associates, INC.Broker
Interstate/johnson Lane CorporationBroker
Johnson, Lane, Space, Smith & CO., INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 states
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
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