KC
KC

Kofi Coaxum

17 Years of Experience
Brookhaven, GA
Broker

Kofi Coaxum is a registered investment advisor at Cetera Investment Advisers LLC, based in Brookhaven, GA, with 17 years of industry experience. Kofi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Brookhaven, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kofi owns Bubbling Creek Renovations LLC, a real estate business focused on home renovations and sales, since 2020. The time commitment varies, and this activity is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2023 - Present · 3 yrs 2 mos
Cetera Wealth Services, LLC
March 2017 - Present · 9 yrs 2 mos
Cetera Wealth Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Avantax Investment Services, INC.Broker
November 2024 - September 2025 · 10 mos
Cetera Advisor Networks LLC
March 2017 - June 2023 · 6 yrs 3 mos
Fsc Securities Corporation
July 2010 - March 2017 · 6 yrs 8 mos
Fsc Securities CorporationBroker
May 2010 - March 2017 · 6 yrs 10 mos
Thomas Group CapitalBroker
February 2009 - September 2009 · 7 mos
Opus Trading Fund LLCBroker
February 2007 - January 2008 · 11 mos
State Registrations2 states
CAGA
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.